Unclaimed
Jennifer Patrice Skurpski is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Jennifer has been in the securities industry since 1996 and has a broad range of experience. Jennifer holds licenses in Georgia and has earned the Series 7, Series 63, Series 66, and SIE licenses. Jennifer is currently affiliated with the John Creek, Georgia branch office of Cambridge Investment Research Advisors, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
08/07/2024 - Present
Cambridge Investment Research Advisors, Inc. (John Creek GA)
NY
10/16/1997 - 10/15/2003
MERCER ALLIED COMPANY, L.P. (COHOES NY)
MN
08/07/1996 - 05/21/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/07/1996 - 05/21/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Skurpski is the right advisor for you? Invested Better is here to help.