Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Alison Harney-read is an experienced financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Osaic Institutions, Inc. and has been with the firm since 2010. Prior to joining Osaic Institutions, Inc., Jennifer worked at several other firms including Equity Services, Inc., Commonwealth Financial Network, Investors Capital Corp., Cadaret, Grant & Co., Inc., AXA Advisors, LLC, and New England Securities. Jennifer holds both Series 63 and Series 66 licenses. Jennifer holds the Certified Financial Planner designation. In addition to Jennifer's financial advisory work, Jennifer is also involved in real estate, owning and managing four apartments.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
MA
06/22/2010 - Present
Osaic Institutions, Inc. (BROOKLINE MA)
MA
11/26/2009 - 03/18/2010
EQUITY SERVICES, INC. (NEWTON MA)
MA
10/08/2007 - 04/28/2009
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
09/02/2003 - 12/31/2006
INVESTORS CAPITAL CORP. (FRAMINGHAM MA)
NY
04/03/2003 - 09/04/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
03/21/2002 - 04/17/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/27/2001 - 03/22/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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