Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jena? Claim Your ProfileJena Burrows is a financial advisor who has been in the industry since March 2008. Jena is currently registered with Robert W. Baird & Co. Inc., and has previously been registered with Wells Fargo Advisors, LLC and Morgan Stanley. Jena is registered to provide investment advice in Florida and Texas. Jena has passed the Uniform Combined State Law Examination (Series 66), General Securities Sales Supervisor - General Module Examination (Series 10), General Securities Sales Supervisor - Options Module Examination (Series 9), Securities Industry Essentials Examination (SIE) and General Securities Representative Examination (Series 7).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
FL
10/24/2016 - Present
Robert W. Baird & Co. Inc. (Stuart FL)
FL
02/17/2015 - 10/26/2016
WELLS FARGO ADVISORS, LLC (STUART FL)
FL
12/11/2012 - 02/27/2015
MORGAN STANLEY (Palm Beach Gardens FL)
FL
03/03/2008 - 11/27/2012
WELLS FARGO ADVISORS, LLC (PALM BEACH GARDENS FL)
BOTH
Issued 04/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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