Jennifer Grennan (CRD# 6488564) is an Investment Advisor Representative working at Osaic Institutions, Inc. in South Windsor, CT and has over 8 years of experience in the finance industry.
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
CRD# 2093525
Integrated Wealth Concepts LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ion Bank | Manchester, CT | Nov 2019 - Current | 4 |
Infinex Investments, Inc. | Meriden, CT | Jun 2016 - Current | 7 |
United Bank | South Windsor, CT | Jun 2016 - Nov 2019 | 3 |
Lpl Financial LLC | South Windsor, CT | May 2015 - Jun 2016 | 1 |
First Niagara Bank | South Windsor, CT | Sep 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
S63 | Uniform Securities State Law Examination | Jul 2015 |
- CT
- MA
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
-
Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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