Unclaimed
Jennifer Niemi Proffit is a financial advisor with over 20 years of experience in the financial industry. She is currently registered with Voya Financial Partners, LLC in Braintree, MA. Jennifer holds Series 6, 7, 24, 63, and SIE licenses. Jennifer has experience with Putnam Retail Management, Inc. and MMC Securities Corp.
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.
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.
1
2
MA
05/15/2015 - Present
Voya Financial Partners, LLC (BRAINTREE MA)
MA
04/01/2005 - 12/31/2010
MMC SECURITIES CORP. (NORWOOD MA)
MA
11/13/2000 - 04/01/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
07/24/1995 - 08/28/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
BC
Issued 06/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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