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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Orr is a financial advisor with over 20 years of experience in the financial services industry. Jennifer currently works with LPL Financial LLC and has previously worked with Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, Windward Securities Corporation, VeraVest Investments, Inc. and PFPC Distributors, Inc. Jennifer holds several industry certifications, including Series 4, 52, 53, 6, 7, 24, 26, 63, and 65. Jennifer provides a range of financial advisory services, including financial planning, portfolio management for individuals and businesses, and consulting services. Jennifer is registered to provide investment advice in California, New Hampshire, South Carolina and Texas.
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
SC
04/25/2018 - Present
LPL Financial LLC (FORT MILL SC)
NH
03/02/2010 - 03/31/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
08/12/2005 - 03/31/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
NH
08/12/2005 - 07/25/2006
WINDWARD SECURITIES CORPORATION (CONCORD NH)
MA
07/29/2002 - 10/17/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
ME
08/17/1998 - 06/03/2002
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
IA
Issued 05/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/19/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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