Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Farley is a financial advisor in Richmond, Virginia. Jennifer has been in the financial industry since 2014 and holds a Series 7, Series 66, and Series SIE license. Jennifer is currently registered with Cetera Investment Advisers LLC, and has previously worked with Securian Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Jennifer provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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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2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (RICHMOND VA)
VA
03/03/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Richmond VA)
VA
03/16/2005 - 09/12/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
BOTH
Issued 4/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/3/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/9/2021
SIE - Securities Industry Essentials Examination
BC
Issued 3/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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