Jennifer Catlett, EA
Phone: 510-494-2070 Registered Representative, National Planning Corporation (NPC) Income Tax Specialist Jennifer began her career at Moore Financial Services in 1996, working with bookkeeping and payroll clients. In 1999 she received her Enrolled Agent’s license and became a Notary Public in 2000. She served as Business Services manager until she became a Registered Representative in 2003. Jennifer provides services such as income tax preparation, bookkeeping, payroll, QuickBooks Support, and establishing retirement plans. She also assists with the day-to-day functions of the investment and retirement planning aspect of Moore Financial Services, providing clients with customer service and supporting the other registered representatives in the office. A Fremont resident since the age of eight, Jennifer enjoys being of service to other local residents. She and her husband Jon have been married for over 17 years and have a teenage daughter, Stephanie. Jennifer enjoys singing, scrapbooking, reading, playing video games, and watching her daughter play volleyball. 
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39275 State St Phone: (510)494-2070 |
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. Advisory services offered through The Planners Network (TPN), a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Advisor representative registration requirements, or an applicable exemption or exclusion. Moore Financial Services, TPN and NPC are separate and unrelated companies.
The performance information provided herein has not been verified or audited by NPC for accuracy. The calculations do not comply with Association for Investment Management and Research (AIMR) standards and should be used only as a general guide to performance.