Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ann Espinoza is an investment advisor representative and registered representative with Benjamin F. Edwards & Company, Inc. Jennifer has been in the financial services industry since June 26, 2016. Prior to joining Benjamin F. Edwards & Company, Inc., Jennifer was employed by WELLS FARGO CLEARING SERVICES, LLC. Jennifer specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
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2
IN
09/26/2018 - Present
Benjamin F. Edwards & Company, Inc. (Chesterton IN)
IN
06/15/2016 - 09/13/2018
WELLS FARGO CLEARING SERVICES, LLC (MERRILLVILLE IN)
BOTH
Issued 10/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/09/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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