Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Adams is a financial advisor at Wells Fargo Clearing Services, LLC. Jenna has been in the financial services industry for over 14 years. Jenna is registered with FINRA as a Registered Representative and has Series 7 and 66 licenses. Jenna is also registered as an Investment Advisor Representative in New Jersey, New York and Texas. Jenna is a financial advisor and provides investment advice to individuals, families and businesses. Jenna has experience in various financial areas including retirement planning, college savings, and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
NY
10/05/2015 - Present
Wells Fargo Clearing Services, LLC (MELVILLE NY)
NY
01/23/2014 - 06/29/2015
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
06/14/2013 - 01/13/2014
J.P. MORGAN SECURITIES LLC (SEAFORD NY)
NY
06/09/2009 - 05/09/2013
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 07/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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