Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Lynn Laurita is a financial advisor with over 20 years of experience in the industry. Jenny is currently registered with Osaic Wealth, Inc., and holds Series 6, 7, 24, 63 and 65 licenses. Jenny is also a Certified Financial Planner. Previously, Jenny has worked for TIAA, Mass Mutual Trust Company, Securities America Inc., Securities America Advisors, Securities Service Network, Retirement Visions LLC and ING Financial Advisors, LLC. Jenny has a strong background in providing financial advice to individuals and families. Jenny also has experience with providing investment advisory services to businesses and institutional clients. Jenny is dedicated to helping clients achieve their financial goals.
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.
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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2
CT
06/14/2024 - Present
Osaic Wealth, Inc. (West Hartford CT)
CT
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (West Hartford CT)
CT
01/13/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (West Hartford CT)
CT
06/15/2016 - 08/10/2016
SECURITIES AMERICA, INC. (WATERBURY CT)
CT
01/02/2014 - 04/01/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HARTFORD CT)
CT
04/11/2012 - 12/10/2013
AXA ADVISORS, LLC (HAMDEN CT)
CT
01/03/2011 - 04/09/2012
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
10/28/2005 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CA
05/20/2004 - 11/02/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
08/01/2003 - 04/13/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
CA
04/11/2001 - 12/17/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 03/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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