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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 Suzette Frick is a financial advisor with Highpoint Planning Partners. Jennifer has been in the financial services industry since 1995. Jennifer is registered in 15 states. Jennifer has been active in the financial services industry for over 27 years, working with clients in Kentucky and across the country. In addition to her current role, Jennifer previously worked for Money Concepts Capital Corp, LPL Financial Corporation, Securities America, Inc., Triad Advisors, Inc., Fintegra, LLC, Linsco/Private Ledger Corp, and H.D. Vest Investment Securities, Inc. Jennifer holds the Series 6, Series 7, Series 24, and Series 63 licenses and the SIE exam.
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.
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.
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.
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KY
11/03/2023 - Present
Highpoint Planning Partners (PADUCAH KY)
KY
04/19/2010 - 10/24/2023
MONEY CONCEPTS CAPITAL CORP (PADUCAH KY)
KY
12/14/2007 - 04/07/2010
LPL FINANCIAL CORPORATION (PADUCAH KY)
KY
01/17/2003 - 12/19/2007
SECURITIES AMERICA, INC. (PADUCAH KY)
GA
10/27/2000 - 01/17/2003
TRIAD ADVISORS, INC. (ATLANTA GA)
MN
01/07/1999 - 10/30/2000
FINTEGRA, LLC (MINNEAPOLIS MN)
SC
05/08/1996 - 01/25/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
10/03/1995 - 05/09/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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