Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Aguerrebere is a Registered Investment Advisor Representative associated with Greenwood Family Advisors LLC. Jennifer has been in the industry since 2007 and has a Series 66 and Series 24 licenses. Jennifer has prior experience with Bolton Securities Corporation, Bolton Global Capital, and Deutsche Bank Securities Inc. Jennifer has over 254 million dollars under management.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
FL
07/28/2021 - Present
Greenwood Family Advisors LLC (MIAMI FL)
FL
07/02/2014 - 06/17/2021
BOLTON SECURITIES CORPORATION (Miami FL)
FL
04/04/2014 - 06/04/2021
BOLTON GLOBAL CAPITAL (Miami FL)
FL
12/04/2007 - 03/11/2014
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
BOTH
Issued 05/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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