Unclaimed
Jennifer Scaglione is a registered representative with LPL Financial LLC in Sacramento, CA. Jennifer has been in the financial services industry since May 8, 2016. Jennifer holds Series 66, 7, and SIE licenses. Jennifer is a Registered Investment Advisor, which means she is licensed to provide investment advice to individuals and families. She works with a variety of clients, including individuals, families, businesses, and retirement plans. Jennifer's specialties include financial planning, retirement planning, investment management, and insurance. She also provides a variety of other services, such as educational seminars, market timing services, and publication of periodicals. Jennifer is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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2
CA
07/02/2024 - Present
LPL Financial LLC (SACRAMENTO CA)
BOTH
Issued 08/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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