Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penny? Claim Your ProfilePenny Prewitt Jones is an Investment Advisor Representative at Illumination Wealth Management. Penny is registered with the state of California and Texas. Penny has been in the industry since September 2015 and has a Series 65 license. Penny has a Certified Financial Planner designation. Penny is also a Vice President/Director at Prewitt Management in Magnolia, Texas. Penny specializes in providing wealth management services to individuals and families. Penny’s firm manages assets for individuals, pension and profit-sharing plans, and high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Wealth management
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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CA
04/04/2024 - Present
Illumination Wealth Management (SAN DIEGO CA)
IA
Issued 10/31/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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