Unclaimed
Jenny Lynn Pavelka is a financial advisor with LPL Financial LLC. Jenny has been in the financial industry for 2 years and is registered with the state of Texas. Jenny is qualified to provide investment advice in a variety of areas, including investment company products and variable contracts, as well as a wide range of other financial products. Jenny is dedicated to providing her clients with personalized financial advice and helping them reach 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.
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
TX
05/18/2021 - Present
LPL Financial LLC (TAYLOR TX)
BC
Issued 07/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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