Jennifer Whisenant

Financial Consultant @LPL Financial

Greensboro, NC, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

Reveal Contact Details

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WORK HISTORY

Jun 2017 — Present

Financial Consultant @LPL Financial

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EDUCATION

1999 — 2004

University of North Carolina at Greensboro

Bachelor of Science, Business Administration and Management, General

SKILLS

Financial PlanningFinancial AnalysisTime ManagementEquitiesFinanceAlternative InvestmentsWealth Management401ks, Simple Iras, Profit Sharing and Money Purchase PlansSecuritiesInvestment AdvisoryPortfolio ManagementSeries 7Asset ManagementSeries 63Fee Based Advising, Non Fee Based Advising and Seperately Managed AccountsAsset AllocationMutual FundsInvestmentsRisk ManagementFinancial AdvisoryRetirement PlanningComplete Financial Plan for All Needs (Retirement, College, Wedding, Etc.)Strategic Financial Planning

ABOUT JENNIFER WHISENANT

Your guide through paradigm shifts in life and in business. Being your guide, we will sort through concerns, red tape, and implementation of ideas. My team will function as a catalyst for personal and professional growth by comprehensively establishing goals and a strategy for attainment. Business goals could be funding a new project, clearing up a logistics issue, plan for executive succession, debt restructuring, streamline 401(k) or 403(b) duties, executive retention or planning the next acquisition. Personal goals may be buying a new house, plan for a baby, paying for college, travel, estate and legacy planning, insurance adequacy, and retirement. We have a strong desire to add value with the highest integrity, whether it is for your business or your personal well-being. • Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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