Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Kobular is a registered representative of Wells Fargo Advisors Financial Network, LLC and has been in the financial services industry since 2016. Jenna is registered in 38 states and has passed the Series 7, Series 63, Series 66, and SIE exams. Jenna has experience with Wells Fargo Clearing Services, LLC and Securities America, Inc. Jenna specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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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NJ
03/08/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BARNEGAT NJ)
NJ
08/14/2019 - 03/08/2024
WELLS FARGO CLEARING SERVICES, LLC (OAKHURST NJ)
NJ
07/17/2018 - 10/18/2018
SECURITIES AMERICA, INC. (Waretown NJ)
NJ
02/02/2017 - 03/27/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Manahawkin NJ)
NJ
04/28/2016 - 08/18/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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