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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 Ann Feller is a financial advisor with Fidelity Personal and Workplace Advisors. Jennifer has been in the industry since 2003. Jennifer is registered with FINRA and the state of Indiana as an investment advisor representative. Jennifer is also registered with the state of Texas as an investment advisor representative. Jennifer holds the Series 6, 7, 63, and 65 licenses. Jennifer has experience working with clients of all types, including individuals, families, and businesses. Jennifer is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
MA
02/12/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IN
11/13/2009 - 05/02/2017
PNC INVESTMENTS (CARMEL IN)
IN
03/17/2004 - 11/13/2009
NATCITY INVESTMENTS, INC. (CARMEL IN)
OH
04/01/2003 - 02/03/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IA
Issued 06/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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