Unclaimed
Jenny Logsdon is a financial advisor at LPL Financial LLC. Jenny has over 20 years of experience in the financial services industry. Jenny is registered with the state of Maryland and is a Certified Financial Planner. Jenny specializes in helping individuals and families plan for their financial future. Jenny has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
MD
06/09/2021 - Present
LPL Financial LLC (PASADENA MD)
MD
07/19/2011 - 06/09/2021
M&T SECURITIES, INC. (ANNAPOLIS MD)
MD
12/02/2005 - 07/12/2011
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
12/02/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NJ
04/30/2001 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
07/27/2000 - 01/24/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/2000 - 01/24/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jenny Logsdon is the right advisor for you? Invested Better is here to help.