Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Berlin is a financial advisor at First Command Advisory Services. Jennifer has been in the industry since 2011 and has a strong track record of providing comprehensive financial planning and investment advice. Jennifer is registered in Florida and Texas and has a Series 7, Series 66, Series 24, Series 26 and SIE licenses. Jennifer is committed to helping individuals and families 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.
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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TX
10/26/2021 - Present
First Command Advisory Services (FORT WORTH TX)
GA
12/11/2001 - 10/06/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 05/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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