Unclaimed
Jennifer Taboada is a financial advisor who has been in the industry since June 2006. She is currently registered with Blackrock Investment Management, LLC in Princeton, NJ. Jennifer previously worked for Lincoln Financial Distributors, Inc. and Planco Financial Services, LLC. Jennifer is also a fitness coach and sells Beach Body products.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
04/07/2008 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
PA
03/13/2007 - 04/15/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (PHILADELPHIA PA)
PA
06/13/2006 - 03/22/2007
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
IA
Issued 06/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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