Unclaimed
Jennie Alden Steele is a financial professional with over 7 years of experience in the securities industry. Jennie is currently registered with Fidelity Brokerage Services LLC and previously worked with Prudential Investment Management Services LLC. Jennie has a strong track record of success in providing investment advice and guidance to clients. Jennie holds the Series 6, 7TO, and Series 63 licenses as well as the Securities Industry Essentials (SIE) Exam. Jennie is licensed in all 50 states and the District of Columbia.
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.
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.
1
2
KY
07/16/2020 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
NJ
03/07/2017 - 07/23/2019
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
BC
Issued 10/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jennie Steele is the right advisor for you? Invested Better is here to help.