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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 Ontiveros is a financial advisor with LPL Financial LLC. Jennifer has been in the financial industry for over 10 years. She specializes in providing financial advice to individuals and families. She has a strong background in portfolio management and financial planning. Jennifer has also worked for Waddell & Reed and Merrill Lynch. Jennifer is registered with the states of California and Kansas. Jennifer is a knowledgeable and experienced financial advisor who can help you achieve your financial goals.
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
08/18/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
KS
11/10/2016 - 04/30/2021
WADDELL & REED (OVERLAND PARK KS)
KS
06/24/2009 - 11/14/2014
WADDELL & REED (OVERLAND PARK KS)
KS
08/14/2007 - 04/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
IL
03/15/2007 - 07/17/2007
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 08/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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