Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Crain is an active Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Jennifer is also registered with the state of Massachusetts and has a total of 55 approved state registrations across 52 states and the District of Columbia. Jennifer is also registered as an Investment Advisor in Massachusetts, New Hampshire and Texas. Jennifer has passed the Series 7TO and SIE exams and the Uniform Combined State Law Examination. Jennifer has been working in the financial industry since July 2024 and has experience in various fields such as education, financial services, and consulting. Jennifer specializes in providing financial planning, educational seminars and selection of other advisers to individuals, businesses and high-net-worth individuals.
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.
1
2
MA
08/26/2024 - Present
Fidelity Personal AND Workplace Advisors (MELROSE MA)
BOTH
Issued 08/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jennifer Crain is the right advisor for you? Invested Better is here to help.
