Unclaimed Profile

Jennifer Lise Climo

MILESTONE FINANCIAL PLANNING, LLC·BEDFORD, New Hampshire

Series 65Clean record23 years registeredMILESTONE FINANCIAL PLANNING, LLC

3 EXECUTIVE PARK DRIVE, BEDFORD, NH 03110CRD# 4632920Firm CRD# 283439

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Lise Climo · BEDFORD, NH

Registration

CRD #4632920 · MILESTONE FINANCIAL PLANNING, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MILESTONE FINANCIAL PLANNING, LLC

Apr 2016 – present

MILESTONE FINANCIAL PLANNING, LLC

Feb 2016 – Aug 2016

DUNSTABLE, MA

MILESTONE FINANCIAL PLANNING, INC.

Apr 2003 – Aug 2016

Wells, ME

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 15, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILESTONE FINANCIAL PLANNING, LLC

CRD 283439 · SEC 801-107645

AUM

$424M

Regulatory assets under management

Employees

929 client accounts

Services offered by MILESTONE FINANCIAL PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MILESTONE FINANCIAL PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Lise Climo offer?

Jennifer Lise Climo specializes in Financial Planning, Investment Management. Contact their office in BEDFORD, New Hampshire for a consultation.

What are Jennifer Lise Climo's credentials?

Jennifer Lise Climo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Lise Climo located?

Jennifer Lise Climo is based in BEDFORD, New Hampshire, working with MILESTONE FINANCIAL PLANNING, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.

How does Jennifer Lise Climo charge for services?

Jennifer Lise Climo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILESTONE FINANCIAL PLANNING, LLC?

MILESTONE FINANCIAL PLANNING, LLC has approximately 16 employees and manages $424M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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