Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Penick Beason is a financial advisor with Grove Point Advisors, LLC. Jennifer has been in the financial services industry since 1984. Jennifer is registered with the state of Georgia as an investment advisor representative. Jennifer has a wide range of experience and holds the Series 63, Series 7, and SIE licenses. She also holds the Chartered Financial Consultant designation. Jennifer is also an insurance counselor with Financial Directions and assists with various community initiatives, including the Friends of the Library and Keep Calhoun Gordon Beautiful, 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.
A percentage of the total value of assets under management is charged.
1
2
GA
04/01/2021 - Present
Grove Point Advisors, LLC (Adairsville GA)
GA
03/15/1999 - 12/12/2005
NATIONAL PLANNING CORPORATION (ADAIRSVILLE GA)
GA
12/10/1996 - 03/18/1999
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
09/16/1993 - 12/11/1996
BUCKHEAD FINANCIAL CORPORATION
MA
08/06/1985 - 09/20/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/22/1984 - 08/19/1985
NEL EQUITY SERVICES CORPORATION
BC
Issued 03/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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