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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 Rhine Dillee is a financial professional with over 20 years of experience in the industry. Jennifer is currently registered with Concourse Financial Group Securities, Inc. and is licensed to provide investment advice in Texas. Jennifer has previously worked with several other firms, including MML Investors Services, LLC, MSI Financial Services, Inc., Kestra Investment Services, LLC, AIG Financial Advisors, Inc., and SunAmerica Securities, Inc. Jennifer holds several industry credentials including the Series 7, Series 63, Series 65, and Series 24 licenses. Jennifer's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for investment companies. Jennifer provides investment advice to a range of clients including individuals, high-net-worth individuals, corporations, investment companies, and charitable organizations. Jennifer's experience and expertise make her a valuable resource for clients seeking investment advice and guidance.
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.
1
2
TX
03/05/2018 - Present
Concourse Financial Group Securities, Inc. (The Woodlands TX)
TX
03/25/2017 - 03/09/2018
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
10/27/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DALLAS TX)
TX
10/18/2006 - 10/31/2016
KESTRA INVESTMENT SERVICES, LLC (AMARILLO TX)
TX
10/31/2005 - 10/25/2006
AIG FINANCIAL ADVISORS, INC. (AMARILLO TX)
AZ
08/24/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 10/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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