Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenelle? Claim Your ProfileJenelle Swartz is an investment advisor representative with PFS Investments Inc., a registered broker-dealer and investment advisor with a broad range of financial products and services. Jenelle has been working in the financial services industry since 2010. Jenelle is licensed to sell securities in Colorado and Florida. Jenelle is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/05/2022 - Present
PFS Investments Inc. (RIVERSIDE CA)
CO
07/13/2020 - 11/06/2020
J.P. MORGAN SECURITIES LLC (LOUISVILLE CO)
CO
10/01/2012 - 11/16/2015
J.P. MORGAN SECURITIES LLC (BOULDER CO)
CO
03/25/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOUISVILLE CO)
BC
Issued 07/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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