Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Fanelli-zastrow is a financial advisor currently registered with Schwab Wealth Advisory, Inc., located in Maitland, Florida. Jennifer has been in the financial services industry for over 15 years, holding previous roles with Ameriprise Financial Services, LLC and Morgan Stanley. Jennifer specializes in providing financial planning and portfolio management services to individuals and businesses. Jennifer is registered with the Securities and Exchange Commission (SEC) and is a licensed Investment Advisor Representative in Florida and Texas.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (Maitland FL)
FL
08/23/2017 - 03/30/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Winter Park FL)
FL
04/12/2012 - 07/10/2017
MORGAN STANLEY (WINTER PARK FL)
NV
05/14/2008 - 04/03/2012
UBS FINANCIAL SERVICES INC. (RENO NV)
NV
07/18/2007 - 05/05/2008
MORGAN STANLEY & CO. INCORPORATED (RENO NV)
BOTH
Issued 12/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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