Unclaimed
Jennifer Scher is an investment advisor representative with FBB Capital Partners. Jennifer has been in the industry since 1997 and holds a Series 3, 7, 55, and 63 license. Jennifer Scher is a Certified Financial Planner (CFP) and specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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
MD
10/17/2024 - Present
FBB Capital Partners (BETHESDA MD)
NY
03/15/2005 - 07/14/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/26/2001 - 11/15/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
07/24/1997 - 01/25/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 06/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/27/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
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