Company Information

Get to know jenny williams financial services llc

Jenny Williams Financial Services, LLC is a financial advisory practice founded by Jenny Williams, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. The firm focuses on providing comprehensive and personalized financial strategies to individuals, families, and business owners. Its mission is to help clients navigate complex financial decisions and achieve their long-term goals through services like retirement planning, investment management, insurance, and estate planning. The firm operates as an independent entity, with securities and advisory services offered through LPL Financial, a major registered investment advisor and broker-dealer.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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jenny williams financial services llc

United States

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.