Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Robin Rose is a financial advisor with Avantax Advisory Services in Cedar Crest, NM. Jennifer has been in the financial services industry since December 2012. Jennifer holds Series 6, 63 and 65 securities licenses. Jennifer also holds a license for insurance sales in Illinois. In addition to her work with Avantax Advisory Services, Jennifer also owns and operates Rose Tax & Financial in West Dundee, IL, providing accounting and tax preparation services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NM
10/08/2019 - Present
Avantax Advisory Services (Cedar Crest NM)
IL
05/19/2014 - 12/02/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ROLLING MEADOWS IL)
IL
06/08/2012 - 12/20/2012
PFS INVESTMENTS INC. (ELK GROVE VILLAGE IL)
IL
10/04/2010 - 02/17/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (SOUTH BARRINGTON IL)
IA
Issued 07/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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