Jennifer Robb (CRD# 2834942) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Longmeadow, MA and has over 23 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Voya Financial | Hartford, CT | Sep 2014 - Jun 2021 | 6 |
| Voya Financial Partners | Hartford, CT | Sep 2014 - Jun 2021 | 6 |
| Voya Financial Advisors | Windsor, CT | Sep 2014 - Jun 2021 | 6 |
| Ing Financial Partners, Inc. | Windsor, CT | Jan 2011 - Sep 2014 | 3 |
| Ing | Hartford, CT | Jun 2005 - Sep 2014 | 9 |
| Ing Financial Advisers, LLC | Hartford, CT | Jun 2005 - Sep 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
- MA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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