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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenifer? Claim Your ProfileJenifer Koch is a financial advisor with Allegheny Financial Group Ltd. based in Pittsburgh, PA. Jenifer has been in the financial services industry since 2018 and holds Series 7, Series 57TO, and Series 66 licenses. Jenifer is also a Certified Financial Planner. Jenifer has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Jenifer's firm offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Performance based fees pd to gps of affiliated entities
1
2
PA
01/02/2025 - Present
Allegheny Financial Group Ltd. (PITTSBURGH PA)
RI
09/13/2022 - 07/05/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
PA
05/26/2021 - 08/16/2022
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
PA
08/11/2020 - 06/03/2021
LPL FINANCIAL LLC (PITTSBURGH PA)
MN
04/29/2021 - 06/02/2021
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
PA
07/27/2018 - 11/05/2019
BB&T SECURITIES, LLC (KING OF PRUSSIA PA)
BOTH
Issued 12/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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