Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer R. Bromberg is a financial advisor with Cambridge Investment Research Advisors, Inc. in Bellevue, Washington. Jennifer has been in the industry for 5 years and has been registered with the state of Washington since June 2018. Jennifer holds Series 66, SIE, and Series 7 licenses. Jennifer has experience providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Jennifer is also a Certified Financial Planner.
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
WA
06/18/2018 - Present
Cambridge Investment Research Advisors, Inc. (Bellevue WA)
BOTH
Issued 06/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Bromberg is the right advisor for you? Invested Better is here to help.
