Unclaimed
Jennifer Danko is a financial advisor with LPL Financial LLC. Jennifer has been in the financial services industry since April 1997 and holds Series 63, SIE, and Series 7 licenses. Jennifer is registered with the state of Ohio and other states. Jennifer's firm, LPL Financial LLC, is a national financial services firm that offers a wide range of financial products and services to individuals and businesses.
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
OH
03/09/2010 - Present
LPL Financial LLC (PARMA HEIGHTS OH)
OH
05/20/2009 - 03/09/2010
AMTRUST INVESTMENT SERVICES, INC. (CLEVELAND OH)
OH
04/01/2009 - 05/20/2009
KEY INVESTMENT SERVICES LLC (LAKEWOOD OH)
OH
03/27/1997 - 03/24/2009
AMTRUST INVESTMENT SERVICES, INC. (CLEVELAND OH)
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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