Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Faiella is an investment advisor representative with Avantax Advisory Services. Jenna has been in the financial industry since 2011. Prior to joining Avantax Advisory Services, Jenna worked as a financial advisor for J.P. Morgan Securities LLC, Park Avenue Securities LLC and AXA Advisors, LLC. Jenna holds a Series 66 license. Jenna is a member of the Financial Industry Regulatory Authority (FINRA). Jenna specializes in a variety of areas, including retirement planning, investment management, and financial planning. Jenna is also experienced in working with high-net-worth individuals, corporations, and pension plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
03/29/2019 - Present
Avantax Advisory Services (Staten Island NY)
NJ
08/08/2018 - 01/08/2019
J.P. MORGAN SECURITIES LLC (SHREWSBURY NJ)
NJ
01/14/2015 - 08/13/2018
PARK AVENUE SECURITIES LLC (SHREWSBURY NJ)
NJ
06/08/2011 - 12/17/2014
AXA ADVISORS, LLC (EDISON NJ)
NJ
12/22/2010 - 01/04/2011
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 08/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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