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Carmen J
Series 63, Series 65
Folsom, CA
OSAIC
Carmen Jennett is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior experience includes roles at Woodbury Financial Services, Mutual of Omaha, Mass Mutual, and MetLife Securities. Outside of her advisory work, she is a Certified Financial Coach using the You Need a Budget (YNAB) system to teach budgeting and money management classes and serves as director of a local business referral club. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using proprietary asset-allocation tools, and supports various managed-account platforms and third-party solutions.
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