Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Newman is a registered representative and investment advisor representative with Vicus Capital, Inc. Jennifer has been in the financial services industry since 2000. Jennifer has a strong background in financial planning and portfolio management. Jennifer holds the Series 6, 7, and 66 licenses and is registered with the state of Pennsylvania. Jennifer is also a registered independent insurance agent and sells fixed annuities, life, accident, and health insurance products. Jennifer is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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
PA
10/10/2014 - Present
Vicus Capital, Inc. (STATE COLLEGE PA)
PA
09/05/2001 - 09/03/2013
WALNUT STREET SECURITIES, INC. (STATE COLLEGE PA)
DE
10/31/2000 - 09/05/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 03/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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