Jennifer Lise Climo, CFP

Overview

Jennifer Lise Climo is an investment adviser representative based in Bedford, NH, with 24 years in the industry.

Years in the industry

24

States registered

4

Exams passed

1

Current firms

1

Contact

1 phone number on file

Registrations and licenses

• Registered in 4 states

• Series 65

Every state, with registration and license dates

Firms

• Milestone Financial Planning, LLCCurrent firm

Employment history since 2003

Book and practice

Firm assets under management on file