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Barbara Louise Jennings

American Portfolios Financial Services, Inc.

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About Barbara Louise Jennings

Barbara Jennings has been in the financial industry since 1979. She has worked for several well-known firms including Merrill Lynch, PaineWebber, Wells Fargo and currently works for American Portfolios Financial Services, Inc. Barbara holds the Series 63, Series 7, Series 1 and SIE licenses. Barbara's current registration is in New Jersey.

Firm Information

Barbara Jennings is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Barbara Jennings’s Registration & Firm History

NJ

04/24/2013 - Present

American Portfolios Financial Services, Inc. (MARLTON NJ)

NJ

03/29/2011 - 04/25/2013

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)

PA

02/11/2004 - 03/21/2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLIAMSPORT PA)

NY

03/08/1990 - 12/20/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

11/12/1987 - 02/27/1990

J.B. HAVRE SECURITIES, INC.

NA

12/21/1983 - 11/21/1986

PAINEWEBBER INCORPORATED

NA

07/17/1979 - 12/13/1983

IDS LIFE INSURANCE COMPANY

NA

07/17/1979 - 12/13/1983

IDS MARKETING CORPORATION

NA

07/17/1979 - 12/13/1983

INVESTORS DIVERSIFIED SERVICES, INC.

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Licenses & Designations

BC

Issued 11/07/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1984

Series 7 - General Securities Representative Examination

BC

Issued 07/13/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbara Louise Jennings.
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