Carmen Marie Jennett

Current Employers

Employment History

• 09/2010 → 09/2017
  Metlife Securities Inc
  Sacramento, CA
• 07/2016 → 09/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 09/2017
  Mml Investors Services, Llc
  Sacramento, CA
• 09/2017 → 07/2021
  Mutual Of Omaha
  Gold River, CA
• 09/2017 → 07/2021
  Mutual Of Omaha Investor Services
  Gold River, CA
• 07/2021 → 01/2024
  Woodbury Financial Services Inc
  Roseville, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Sacramento, CA

Previous Registrations

• 2021-07-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Clarksville, TN
  Sacramento, CA
• 2018-01-02 → 2021-07-08
  Mutual Of Omaha Investor Services, Inc.
  Pleasant Hill, CA
  Sacramento, CA

Other Businesses

1. INDEPENDENT INSURANCE AGENT FROM BUSINESS ADDRESS (DENTAL AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, MEDICARE-RELATED PRODUCTS)2 SECURITIES TRADING HOURS WEEKLY, 2 NON-SECURITIES TRADING HOURS WEEKLY, START DATE 10/2013 2. CARMEN JENNETT DBA NEXT PHASE FINANCIAL POSITION: Agent NATURE: Insurance, LTC, Fixed Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 30 START DATE: 07/06/2021 ADDRESS: 9719 Lincoln Village Dr Ste 506 Sacramento CA 95827 DESCRIPTION: Find protection solutions for my clients 3. NEXT PHASE FINANCIAL POSITION: Certified Financial Coach NATURE: Sole Prop under my approved DBA. To provide Certified Coaching with a program called YNAB. That acronym stands for You Need a Budget. I would like to be involved in the community assisting with learning the importance of budgeting with course that guides clients through creating and setting up YNAB specific to their financial situation and needs. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 3249 Quality Drive, Rancho Cordova CA 95670, United States DESCRIPTION: Provide budgeting coaching using the YNAB system to engage prospects in the importance of money management. I would complete the YNAB certification and hold seminars and classes to teach others how to budget for their goals and discover the importance of giving every dollar a job to ensure that they can meet their short term and long term goals. 4. GOLD STAR REFERRAL CLUB POSITION: Gold Star Director NATURE: This is a referral club where businesses in the community join for a weekly meeting to help each other grow their businesses by referral. I would like to be the Gold Star Club Director INVESTMENT RELATED: Yes NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2023 ADDRESS: 3249 Quality Dr, Rancho Cordova CA 95670, United States DESCRIPTION: As the director I would facilitate the meeting agenda with some administrative duties as well. I may want to put a link to the Gold Star club on my digital marketing. 5. CARMEN JENNETT POSITION: Agent NATURE: Insurance, LTC, Fixed Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 30 START DATE: 07/06/2021 ADDRESS: 3249 Quality Dr, Rancho Cordova CA 95670, United States DESCRIPTION: Find protection solutions for my clients 6. CARMEN JENNETT DBA NEXT PHASE FINANCIAL POSITION: Agent NATURE: Insurance, LTC, Fixed Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 30 START DATE: 07/06/2021 ADDRESS: 3249 Quality Drive, Rancho Cordova CA 95670, United States DESCRIPTION: Find protection solutions for my clients 7.STAMMTISCH EL DORADO POSITION: Event Coordinator NATURE: Non profit friendship club: Stammtisch El Dorado was established in 1998 for the purpose of fostering German/American friendship, maintaining our German heritage, promoting and understanding of the German traditions and customs, and most importantly, having fun together. Our membership is comprised of Germans, Americans, Dutch, Swiss, and others, and we welcome all nationalities who whish to participate. Our club is located in Placerville, California, just east of Sacrament in the beautiful Sierra Foothills. We would love to have you join us! INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 2749 Adriatic Way, Sacramento CA 95826, United States DESCRIPTION: Event Planning Committee; This position will be in charge of searching and securing event locations and meeting places. Coordinating entertainment, activities, fundraising, food / catering, and the Club's refreshment needs. This is a board position with a 2 year time of service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-28
• S63 Uniform Securities Agent State Law Examination
  2010-11-15

Other Names

• Carmen Marie Dipippo
• Carmen Marie Emerson
• Carmen Marie Jennett
• Carmen Jennett-Delgado
• Carmen Jennett Delgado