Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Nicole Overhoff has been in the financial industry since 2008 and is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Jennifer Nicole Overhoff provides financial planning, portfolio management for individuals, and selection of other advisers. Previously, Jennifer Nicole Overhoff has been associated with several other firms, including LPL Financial LLC, Bancwest Investment Services, Inc., H. Beck, Inc., Fidelity Brokerage Services LLC, and Capital Brokerage Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CA
11/14/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)
CA
07/19/2023 - 11/09/2023
LPL FINANCIAL LLC (COVINA CA)
CA
09/28/2021 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (PICO RIVERA CA)
CA
03/09/2020 - 08/04/2021
LPL FINANCIAL LLC (GLENDALE CA)
CA
06/06/2013 - 02/28/2014
H. BECK, INC. (WEST COVINA CA)
CA
11/16/2012 - 06/05/2013
FIDELITY BROKERAGE SERVICES LLC (PASADENA CA)
CA
12/15/2011 - 02/09/2012
LPL FINANCIAL LLC (PASADENA CA)
CA
04/01/2008 - 09/23/2011
CAPITAL BROKERAGE CORPORATION (PLEASANT HILL CA)
CA
12/03/2007 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
IA
02/14/2005 - 07/26/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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