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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 Poland is a financial advisor with LPL Financial LLC in Pensacola, FL. Jennifer has been in the financial services industry since 2011. She is a registered representative of LPL Financial LLC and holds the Series 63, Series 65, Series 66, Series 7, and SIE licenses. Jennifer has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Navy Federal Brokerage Services, LLC, Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Jennifer specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services. Jennifer is committed to helping her 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
FL
12/19/2019 - Present
LPL Financial LLC (DESTIN FL)
FL
02/05/2013 - 10/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENSACOLA FL)
FL
11/12/2010 - 10/25/2011
NAVY FEDERAL BROKERAGE SERVICES, LLC (PENSACOLA FL)
FL
04/02/2007 - 08/22/2007
MORGAN STANLEY & CO., INCORPORATED (TALLAHASSEE FL)
FL
02/07/2007 - 04/02/2007
MORGAN STANLEY DW INC. (TALLAHASSEE FL)
BOTH
Issued 05/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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