Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna C Barker is a financial advisor with Fidelity Personal and Workplace Advisors, where Jenna is registered as an investment advisor representative. Jenna has been in the industry since 2008, holding a Series 7, Series 9, Series 10, and Series 66 license. Jenna is also a CERTIFIED FINANCIAL PLANNER™. Fidelity Personal and Workplace Advisors has a total of 1,362,400 clients with approximately $1 billion to $10 billion in assets under management.
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.
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.
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.
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2
CT
10/18/2019 - Present
Fidelity Personal AND Workplace Advisors (GREENWICH CT)
BOTH
Issued 07/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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