Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Adams is a financial advisor with Osaic Wealth, Inc. based in Houston, Texas. Jennifer has over 15 years of experience in the financial services industry. Prior to joining Osaic Wealth, Inc., Jennifer worked for a number of other firms, including UBS Financial Services Inc., Credit Suisse Securities (USA) LLC, and Wunderlich Securities, Inc. Jennifer is a Registered Representative and holds the Series 7, Series 66, and SIE licenses.
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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TX
03/18/2021 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
01/26/2021 - 03/11/2021
ROYAL ALLIANCE ASSOCIATES, INC. (HOUSTON TX)
TX
11/19/2015 - 03/23/2020
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
10/17/2012 - 12/15/2015
CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)
TX
06/29/2012 - 10/24/2012
WUNDERLICH SECURITIES, INC. (HOUSTON TX)
TX
08/06/2008 - 09/12/2011
MORGAN KEEGAN & COMPANY, INC. (HOUSTON TX)
TX
01/08/2007 - 05/06/2008
STANFORD GROUP COMPANY (HOUSTON TX)
BOTH
Issued 07/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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