Unclaimed
Jennifer Sue Darvis is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with LPL Financial LLC in Spokane, WA. Jennifer has previously worked with ING Financial Partners, Inc., ING Financial Advisors, LLC, and Piper Jaffray & Co. Jennifer holds the Series 66, Series 7, and SIE licenses. Jennifer specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations.
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
10/10/2013 - Present
LPL Financial LLC (SPOKANE WA)
CT
01/03/2011 - 12/04/2012
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
WA
01/03/2005 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (SPOKANE WA)
MN
10/22/2002 - 12/14/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 06/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Darvis is the right advisor for you? Invested Better is here to help.