Unclaimed
Jennifer Hamlyn is a financial advisor with over 30 years of experience in the industry. Jennifer is currently registered with LPL Financial LLC and has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., BA Investment Services, Inc. and Seafirst Investment Services, Inc. Jennifer holds Series 6, 7, 63, and 66 securities licenses and is registered to offer investment advice in 41 states and the District of Columbia. Jennifer specializes in providing financial planning, investment management, and consulting services to individuals, families, and businesses. Jennifer is committed to helping clients achieve their financial goals.
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
WA
08/04/2023 - Present
LPL Financial LLC (FEDERAL WAY WA)
WA
06/19/2018 - 04/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
MA
07/12/1999 - 11/16/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
12/05/1996 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 08/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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