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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Anton is a financial advisor with over 8 years of experience in the industry. Jennifer is registered with Fidelity Personal And Workplace Advisors, and has been with the firm since June 2020. Prior to this, Jennifer was with Wells Fargo Clearing Services, LLC for 8 years. Jennifer holds the Series 6, 7, 10, and 65 licenses as well as the SIE. Jennifer's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jennifer's firm offers a variety of services, including financial planning, educational seminars, and portfolio management for individuals and 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.
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.
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2
NJ
10/23/2020 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
NJ
06/05/2012 - 06/02/2020
WELLS FARGO CLEARING SERVICES, LLC (FORT LEE NJ)
IA
Issued 10/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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