Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Medley is a financial advisor with over 15 years of experience in the financial services industry. Jennifer is currently registered with LPL Financial LLC and is licensed to provide financial advice in Texas. Jennifer has a strong background in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Previously, Jennifer has worked with Avantax Investment Services, Inc. and TD Ameritrade, Inc. Jennifer is committed to helping clients achieve their financial goals.
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
CA
10/27/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
10/06/2021 - 10/10/2023
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
NE
09/01/2020 - 01/11/2021
TD AMERITRADE, INC. (OMAHA NE)
TX
03/21/2008 - 12/31/2020
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
08/22/2016 - 03/05/2019
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 03/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/27/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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