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 Root is a registered representative with LPL Financial LLC and has been in the industry since November 13, 2001. Jennifer is licensed in Michigan and holds the Series 7, Series 63, and SIE licenses. Jennifer is located at 1925 Coral Lane in Traverse City, MI. LPL Financial LLC is a large broker-dealer with over $50 billion in assets under management. The firm offers a variety of investment services, including financial planning, portfolio management, and consulting. Jennifer is a valuable asset to the firm, and she is dedicated to providing her clients with the highest level of service.
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
MI
11/13/2001 - Present
LPL Financial LLC (TRAVERSE CITY MI)
BC
Issued 12/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Root is the right advisor for you? Invested Better is here to help.
