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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 Rose Greenfield is an Investment Advisor Representative at Destination Wealth Management. Jennifer has been in the financial services industry for over 12 years. She has a wide range of experience in providing financial advice to individuals, families, and businesses. Jennifer is committed to helping her clients achieve their financial goals. She provides a personalized approach to financial planning, taking into account her client's individual needs and circumstances. Jennifer holds Series 7, 24, 65 and 66 securities licenses. Jennifer has held past registrations with Clayton, Williams & Sherwood Investments, First Allied Securities, Inc. and Lucia Securities, LLC.
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.
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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CA
01/09/2023 - Present
Destination Wealth Management (WALNUT CREEK CA)
CA
09/12/2011 - 01/17/2013
LUCIA SECURITIES, LLC (NEWPORT BEACH CA)
CA
01/07/2011 - 12/05/2011
FIRST ALLIED SECURITIES, INC. (NEWPORT BEACH CA)
CA
06/25/2009 - 03/12/2010
CLAYTON, WILLIAMS & SHERWOOD INVESTMENTS (NEWPORT BEACH CA)
CA
05/26/2008 - 02/02/2009
BEL AIR SECURITIES LLC (LOS ANGELES CA)
IA
Issued 01/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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