Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenifer? Claim Your ProfileJenifer Bright is a financial advisor with over 18 years of experience in the industry. Jenifer is currently registered with Robert W. Baird & Co. Inc. and holds the Series 7, Series 63, Series 66, SIE and Series 99TO licenses. Previously, Jenifer was registered with MCADAMS WRIGHT RAGEN, INC., WELLS FARGO INVESTMENTS, LLC, and EDWARD JONES. Jenifer offers financial planning, portfolio management and educational seminars to individuals, corporations, and other institutions. Jenifer Bright is committed to providing her clients with personalized financial advice and guidance.
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
WA
11/20/2014 - Present
Robert W. Baird & Co. Inc. (Mt Vernon WA)
WA
11/11/2011 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (MOUNT VERNON WA)
OR
04/19/2006 - 04/07/2008
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
12/06/2004 - 04/03/2006
EDWARD JONES (PORTLAND OR)
CA
01/23/2002 - 11/29/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 04/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2011
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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