Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Mouton is a financial advisor with Avantax Advisory Services. Jennifer has been working in the financial services industry since 2001. She has held several positions with previous firms, including 1ST GLOBAL CAPITAL CORP., STATE FARM VP MANAGEMENT CORP., and PRUDENTIAL SECURITIES INCORPORATED. Jennifer is registered with the state of Louisiana as a both a Registered Representative and an Investment Adviser Representative. Jennifer offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
LA
04/28/2020 - Present
Avantax Advisory Services (Lafayette LA)
LA
03/23/2005 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LAFAYETTE LA)
IL
06/26/2003 - 09/01/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
12/02/1998 - 10/31/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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