Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Torgrude is a financial professional who has been active in the industry since June 2017. Jennifer is currently registered with Principal Securities, Inc. in Wisconsin as a Registered Representative. Jennifer has experience in financial planning, pension consulting, and educational seminars. She is also a Special Needs Financial Planner with Synergy Advisory Group. Jennifer has previously worked with Thrivent Investment Management Inc. in Appleton, WI and MassMutual Life Insurance Company in Kimberly, WI. Jennifer holds the Series 6, Series 63, and Series 65 licenses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
WI
02/06/2025 - Present
Principal Securities, Inc. (NEENAH WI)
WI
06/30/2017 - 01/14/2020
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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