Unclaimed
Jennifer Stoddard is a financial advisor with Key Investment Services LLC. Jennifer has been in the financial services industry since November 1, 2013. She is licensed to conduct business in New York. Jennifer holds the Series 6, Series 63, and SIE licenses. Her previous employers include LPL Financial LLC, M&T Securities, Inc., MML Investors Services, LLC, Park Avenue Securities LLC and Cadaret, Grant & Co., Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/10/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
06/09/2021 - 08/03/2022
LPL FINANCIAL LLC (DEWITT NY)
NY
03/03/2017 - 06/09/2021
M&T SECURITIES, INC. (BALDWINSVILLE NY)
NY
09/29/2016 - 02/03/2017
MML INVESTORS SERVICES, LLC (SYRACUSE NY)
NY
08/19/2015 - 09/09/2016
PARK AVENUE SECURITIES LLC (EAST SYRACUSE NY)
NY
08/23/2004 - 07/31/2006
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Stoddard is the right advisor for you? Invested Better is here to help.