Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenifer? Claim Your ProfileJenifer Sapel is a financial advisor with The Wealth Consulting Group. Jenifer has been in the financial industry for over 18 years. Jenifer specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Jenifer has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. Jenifer holds a Series 66, Series 7 and Series 24 license and is a Chartered Financial Consultant. Jenifer is currently registered with the states of Washington and Colorado.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NV
02/16/2021 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
WA
05/19/2017 - 03/03/2021
PARK AVENUE SECURITIES LLC (KIRKLAND WA)
NC
03/25/2017 - 04/05/2017
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
WA
08/10/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
08/10/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TACOMA WA)
BOTH
Issued 08/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jenifer Sapel is the right advisor for you? Invested Better is here to help.
