Unclaimed
Jennifer Borislow is an active investment advisor representative with Osaic Wealth, Inc., located in Methuen, MA. Jennifer has been in the financial services industry for over 40 years, holding a Series 6 and Series 63 license, as well as the SIE and Series 65 certifications. Jennifer's previous experience includes working with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Jennifer's current employer is Osaic Wealth, Inc. with offices in Scottsdale, AZ. Jennifer is dedicated to providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
1
2
MA
11/02/2018 - Present
Osaic Wealth, Inc. (METHUEN MA)
MA
11/23/1982 - 11/02/2018
SIGNATOR INVESTORS, INC. (METHUEN MA)
MA
11/23/1982 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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