Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Wood Burmeister is a financial advisor with LPL Financial LLC. She is based in Brookhaven, GA and has been working in the industry since 2019. Jennifer holds the Series 7, Series 66 and SIE licenses and is registered in Alabama, Florida, Georgia, Montana, North Carolina, South Carolina and Tennessee. Jennifer has experience with Wells Fargo Clearing Services, LLC and Raymond James Financial Services, Inc. In addition to working for LPL Financial LLC, Jennifer also owns Burmeister Wealth Management, a DBA for the LPL business.
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.
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2
GA
06/09/2021 - Present
LPL Financial LLC (BROOKHAVEN GA)
GA
11/16/2020 - 06/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (MARIETTA GA)
GA
06/21/2019 - 11/04/2020
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
BOTH
Issued 07/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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