Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Smith is a financial advisor with Cambridge Investment Research, Inc. in Doylestown, Pennsylvania. Jennifer has been working in the financial industry since 2018. Prior to joining Cambridge Investment Research, Inc., Jennifer worked at OSAIC WEALTH, INC. and Northwestern Mutual Investment Services, LLC. Jennifer holds a Series 6, 7, 63, and SIE license and is registered in Pennsylvania.
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.
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2
PA
09/12/2023 - Present
Cambridge Investment Research, Inc. (DOYLESTOWN PA)
PA
12/15/2021 - 09/06/2023
OSAIC WEALTH, INC. (NEWTOWN PA)
NJ
05/13/2019 - 12/22/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Princeton NJ)
NJ
05/21/2018 - 02/05/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PRINCETON NJ)
BC
Issued 03/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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