Jennifer Giampapa (CRD# 6642509) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marlborough, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5046672
Lido
CRD# 2931470
Scs Capital Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Creative Financial Services | Marlborough, MA | Aug 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
The Patriot Financial Group | Marlborough, MA | Feb 2020 - Current | 4 |
Securities America Inc. | Marlborough, MA | Jul 2018 - Dec 2022 | 4 |
Lpl Financial LLC | Marlborough, MA | Mar 2018 - Jul 2018 | < 1 |
Axa Advisors, LLC | Wellesley, MA | Jul 2017 - Jan 2018 | < 1 |
Nylife Securities LLC | Waltham, MA | Feb 2017 - Jun 2017 | < 1 |
New York Life Insurance Company | Waltham, MA | Apr 2016 - Jun 2017 | 1 |
Aflac | Worcester, MA | Mar 2015 - Apr 2016 | 1 |
Dzian Gallery | Natick, MA | Jul 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2018 |
S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- MA
-
Total Assets Under Management104,469MILLIONS
-
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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