Unclaimed
Jennifer Varzaly is a financial professional with over 20 years of experience in the industry. Jennifer is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with Genworth Financial Securities Corporation. Jennifer is a Series 6, Series 63, and SIE licensed professional, and has extensive experience providing investment advice. Jennifer specializes in portfolio management for individuals and businesses, pension consulting, and educational seminars. Jennifer is committed to providing her clients with personalized financial advice and guidance to help 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/04/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCRANTON PA)
PA
09/26/2000 - 07/16/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (THROOP PA)
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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