Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Sue Godfroy is a financial advisor with Osaic FS, Inc. and Osaic FA, Inc. She has been in the industry since August 1996. Jennifer specializes in providing financial planning, portfolio management for individuals and businesses, and retirement plan consulting services. She is registered with FINRA and holds the Series 7, Series 24, and SIE licenses. Jennifer works with a variety of clients, including individuals, families, corporations, and retirement plans.
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.
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.
Retirement plan consulting services provided on limited basis.
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
IN
05/13/2024 - Present
Osaic FS, Inc. (FORT WAYNE IN)
PA
03/25/2022 - 05/10/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
08/21/2015 - 05/10/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
12/02/2013 - 05/10/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/01/2007 - 12/03/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
08/23/1996 - 05/18/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/23/1996 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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