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Jennifer Aimone-seiler is a Registered Investment Advisor representative with RMR Wealth Builders, Inc. Jennifer Aimone-seiler has been in the financial industry since March 2005, working with a variety of clients, including high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. She provides various financial services to clients, including financial planning, portfolio management, and consulting services. Jennifer Aimone-seiler is a Series 7, Series 63, and Series 65 licensed professional. She is committed to providing her clients with personalized and comprehensive financial advice 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.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
07/19/2019 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NJ
08/31/2012 - 01/02/2023
CALTON & ASSOCIATES, INC. (Montclair NJ)
NJ
03/11/2005 - 09/05/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (TEANECK NJ)
IA
Issued 06/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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