Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Labenz is an investment advisor representative who has been in the industry for over 20 years. Jennifer is currently registered with Mariner Wealth in Sarasota, FL. Jennifer previously worked for MORGAN STANLEY, Ameriprise Financial Services, LLC, WELLS FARGO ADVISORS, LLC, NYLIFE SECURITIES INC., and SIMMERS CAPITAL MANAGEMENT CORPORATION. Jennifer has Series 6, 7, and 66 licenses. Jennifer specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations.
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.
Family office services
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
FL
09/01/2023 - Present
Mariner Wealth (Sarasota FL)
FL
08/02/2021 - 07/27/2022
MORGAN STANLEY (Bradenton FL)
FL
03/11/2013 - 07/26/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Sun City Center FL)
FL
06/05/2000 - 10/08/2012
WELLS FARGO ADVISORS, LLC (TAMPA FL)
NY
03/01/2000 - 05/23/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
AZ
10/22/1999 - 01/18/2000
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BOTH
Issued 10/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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