Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Lee is an investment advisor representative associated with Wells Fargo Advisors Financial Network, LLC. Jenna Lee has over 13 years of experience in the financial services industry. Jenna Lee is registered in 15 states, including California, Texas, Arizona, Arkansas and others. Jenna Lee holds Series 7, Series 66 and SIE licenses. Jenna Lee has also been registered with Wells Fargo Clearing Services, LLC and UnionBanc Investment Services, LLC in the past. Jenna Lee is also the 100% owner of Concord Wealth Management, Inc.
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.
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CA
09/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Glendora CA)
CA
01/20/2012 - 09/05/2023
WELLS FARGO CLEARING SERVICES, LLC (PASADENA CA)
CA
08/18/2010 - 12/16/2011
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
BOTH
Issued 11/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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