Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Brandt is a financial advisor at Raymond James Financial Services Advisors, Inc. Jennifer has been in the financial services industry since 2001. Jennifer holds Series 7, 31, 63, and 66 licenses and the SIE exam. Jennifer has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Jennifer is a trusted advisor to her clients and is committed to providing them with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Tacoma WA)
WA
01/31/2014 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (TACOMA WA)
WA
02/24/2011 - 04/09/2013
RBC CAPITAL MARKETS, LLC (SEATTLE WA)
WA
09/18/2009 - 12/21/2010
MORGAN STANLEY SMITH BARNEY (TACOMA WA)
WA
06/02/2008 - 04/20/2009
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
WA
05/30/2001 - 06/12/2008
CITIGROUP GLOBAL MARKETS INC. (FEDERAL WAY WA)
BOTH
Issued 08/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Brandt is the right advisor for you? Invested Better is here to help.
