Unclaimed
N. jennifer Junatas MacAraeg is a financial professional with over 25 years of experience in the financial services industry. N. jennifer is currently registered with Osaic Wealth, Inc., an independent registered investment advisor with a national presence. Prior to joining Osaic Wealth, Inc., N. jennifer worked for LPL Financial LLC for over 12 years. N. jennifer specializes in providing financial planning and investment management services to individuals, families, and small businesses. N. jennifer is also a Certified Financial Planner™.
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
HI
08/21/2023 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
10/21/2010 - 08/14/2023
LPL FINANCIAL LLC (HONOLULU HI)
HI
04/29/2010 - 09/16/2010
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
04/29/2005 - 04/19/2010
LPL FINANCIAL CORPORATION (HONOLULU HI)
NC
06/07/2001 - 05/11/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MN
08/15/1997 - 06/08/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/15/1997 - 06/08/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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