Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Marshall Secola is a financial advisor with Raymond James Financial Services Advisors, Inc. Jennifer has been in the financial services industry since 2015. Jennifer holds Series 66, SIE, and Series 7 licenses and has worked with a number of firms including H. Beck, Inc., LPL Financial LLC, and Raymond James Financial Services Advisors, Inc. Jennifer works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Jennifer's clients are primarily in Arizona and Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
05/31/2018 - Present
Raymond James Financial Services Advisors, Inc. (WARRENVILLE IL)
IL
08/28/2017 - 01/02/2018
H. BECK, INC. (Oakbrook Terrace IL)
IL
03/11/2015 - 09/05/2017
LPL FINANCIAL LLC (CHICAGO IL)
BOTH
Issued 11/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Secola is the right advisor for you? Invested Better is here to help.
