Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Whittaker is a financial professional with over 30 years of experience in the financial services industry. Jennifer is currently registered with Cetera Investment Advisers LLC in Old Fort, North Carolina. Jennifer has held previous roles with several firms including EF Legacy Securities, LLC, LPL Financial LLC, CUNA Brokerage Services, Inc., and Allstate Financial Services, LLC. Jennifer specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
OLD FORT, NC
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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2
NC
06/22/2023 - Present
Cetera Investment Advisers LLC (OLD FORT NC)
KY
10/17/2022 - 04/12/2023
EF LEGACY SECURITIES, LLC (LOUISVILLE KY)
NC
05/18/2022 - 10/27/2022
LPL FINANCIAL LLC (Hendersonville NC)
NC
01/20/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Fletcher NC)
NC
04/14/2017 - 03/27/2019
ALLSTATE FINANCIAL SERVICES, LLC (Hendersonville NC)
NC
09/18/2013 - 02/24/2017
FIFTH THIRD SECURITIES, INC. (BLACK MOUNTAIN NC)
NC
08/25/2003 - 09/17/2013
ALLSTATE FINANCIAL SERVICES, LLC (RALEIGH NC)
IA
10/25/2000 - 08/18/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
FL
01/04/1999 - 10/31/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
07/17/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NC
08/21/1995 - 07/25/1997
UCB INVESTOR SERVICES, INC. (WHITEVILLE NC)
NC
02/03/1993 - 08/14/1995
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
11/19/1991 - 09/11/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 1/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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