Jennifer
Aguirre
Outlook Wealth Advisors, LLC
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About this Advisor
Jennifer Aguirre is a financial advisor based in Conroe, Texas, working with Outlook Wealth Advisors, LLC. Jennifer has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Bbva Securities Inc, Bbva Compass Insurance Agency Inc, Compass Bank, Morgan Stanley, Next Financial Group, Bank Of America, Capital One, Wells Fargo, Ameriprise Financial, Bbva Wealth Solutions Inc, Navy Federal Financial Group, LLC, Navy Federal Brokerage Services, LLC, Outlook Wealth Advisors, LLC, and Lone Star College. Jennifer has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jennifer is part of Outlook Wealth Advisors, LLC, which operates out of Conroe, Texas. The firm has 7 offices and 11 employees. The firm manages assets totaling $463.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Outlook Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Outlook Wealth Advisors, LLC Brokerage Details
$463,185,350
11
2,561
$180,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jennifer Aguirre Work History
Outlook Wealth Advisors, LLC
Bbva Securities Inc
Bbva Compass Insurance Agency Inc
Compass Bank
Bbva Wealth Solutions Inc
Navy Federal Financial Group, LLC
Navy Federal Brokerage Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Morgan Stanley
Next Financial Group
Bank Of America
Merrill Lynch, Pierce, Fenner & Smith Inc
Capital One
Wells Fargo
Ameriprise Financial
Morgan Stanley
Lone Star College
Disclosures
Please visit the SEC profile of Jennifer Aguirre to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Outlook Wealth Advisors, LLC
Conroe, TX
Conroe, TX
Conroe, TX
Conroe, TX
Conroe, TX
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