Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Rebecca Read is a financial advisor with over 8 years of experience in the industry. Jennifer is currently registered with LPL Financial LLC and is located in WAYNE, PA. Jennifer has previously worked with Lincoln Financial Advisors Corporation, Lincoln Financial Distributors, Inc., MetLife Securities Inc., and New England Securities. Jennifer holds a Series 63, Series 7, and SIE license. Jennifer specializes in working with individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
03/23/2021 - Present
LPL Financial LLC (WAYNE PA)
IN
10/08/2016 - 04/17/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
04/22/2015 - 09/22/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
01/02/2015 - 04/08/2015
METLIFE SECURITIES INC. (NEWTOWN SQUARE PA)
PA
11/19/2013 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BC
Issued 06/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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