Unclaimed
Jennifer Bush is a financial advisor at Mainstreet Financial Planning, Inc. based in Los Gatos, CA. Jennifer has been in the financial services industry since 2004 and holds a Series 6, Series 63 and Series 65 licenses. Jennifer is also a Certified Financial Planner.
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.
Tax preparation 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.
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CA
11/16/2021 - Present
Mainstreet Financial Planning, Inc. (LOS GATOS CA)
CA
01/27/2004 - 08/06/2008
ABD FINANCIAL SERVICES, INC. (REDWOOD CITY CA)
IA
Issued 12/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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