Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer McCarthy is a financial advisor at LPL Financial LLC. Jennifer has been in the financial services industry for over 20 years and holds Series 63, 65, 66, 7, 24, and SIE licenses. Jennifer is registered in 20 states and specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Jennifer previously worked at Waddell & Reed, Pioneer Funds Distributor, Inc., BNY Investment Center Inc., and Essex National Securities, Inc.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
07/21/2021 - Present
LPL Financial LLC (LEXINGTON MA)
MA
09/28/2010 - 07/21/2021
WADDELL & REED (WOBURN MA)
MA
08/20/2004 - 09/10/2010
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
10/06/1999 - 06/30/2004
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CA
02/10/1999 - 10/21/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 09/20/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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