Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Weiss is a financial advisor with over 20 years of experience in the industry. Currently, Jennifer is a registered representative at Osaic Wealth, Inc. Jennifer has previously worked at Woodbury Financial Services, Inc., UBS Financial Services Inc., Citigroup Global Markets Inc., UBS Paine Webber Inc., and J. B. Hanauer & Co. Jennifer holds the Series 6, 7, 66, and SIE licenses. Jennifer provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
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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FL
01/19/2024 - Present
Osaic Wealth, Inc. (JUNO BEACH FL)
FL
11/19/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (JUNO BEACH FL)
NJ
02/10/2005 - 05/25/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/30/2003 - 02/16/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
11/09/2001 - 01/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
01/22/2001 - 10/12/2001
J. B. HANAUER & CO. (PARSIPPANY NJ)
BOTH
Issued 06/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/25/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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