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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Pinkerton is a financial advisor with Creative Planning. Jennifer holds licenses for Securities Agent (Series 63, 66), Investment Advisor (Series 65), and is registered as an Investment Advisor Representative in Ohio. Jennifer has been in the industry since August 2011, and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Jennifer previously worked at BNY Mellon, MBSC Securities Corporation, Key Private Bank, and Huntingdon Private Bank.
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.
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.
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OH
11/13/2024 - Present
Creative Planning (Peninsula OH)
Active
Inactive
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