Unclaimed
Jennifer Melissa Desanto is a financial advisor with LPL Financial LLC. Jennifer has been working in the financial services industry since 2002. Jennifer is registered with FINRA and the Securities Investor Protection Corporation (SIPC).
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
08/30/2018 - Present
LPL Financial LLC (PORTER RANCH CA)
CA
02/11/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (WESTLAKE VILLAGE CA)
CA
10/04/2012 - 10/08/2014
RAYMOND JAMES & ASSOCIATES, INC. (WESTLAKE VILLAGE CA)
CA
05/29/2007 - 06/07/2011
CITIGROUP GLOBAL MARKETS INC. (CANOGA PARK CA)
CA
03/07/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (WOODLAND HILLS CA)
CA
04/01/2004 - 02/28/2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (OXNARD CA)
AZ
05/07/2003 - 03/19/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
08/14/2001 - 05/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
12/19/2000 - 08/06/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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