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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Renee Montgomery is a financial advisor with Cetera Investment Advisers LLC. Jennifer has been in the industry since 2014. Jennifer is registered in Missouri as a Registered Representative and Investment Advisor Representative. Jennifer has also passed several FINRA exams, including Series 66, Series 24, SIE, and Series 7. In addition to her role with Cetera Investment Advisers LLC, Jennifer is also a National Business Manager for Summit National Partners, LLC. Cetera Investment Advisers LLC specializes in financial planning, pension consulting, and portfolio management.
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.
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2
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
BOTH
Issued 11/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/7/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/6/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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