Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Fiumano is an investment advisor representative with Steward Partners Investment Advisory, LLC. Jennifer has been in the industry since 2002 and has a broad range of experience. Jennifer holds the Series 66, 7, 9, 10, and SIE licenses. Jennifer's previous experience includes working at Morgan Stanley and Citigroup Global Markets Inc.. Jennifer is registered in Ohio as an investment advisor representative.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
08/21/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
OH
06/01/2009 - 09/20/2023
MORGAN STANLEY (Columbus OH)
NJ
06/11/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WARREN NJ)
BOTH
Issued 08/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/06/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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