Unclaimed
Jennifer Kuykendoll is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions at A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Jennifer provides investment advice and financial planning services to individual and institutional clients. Jennifer is licensed to provide investment advice in Alabama, Colorado, District of Columbia, Florida, Indiana, Kentucky, Michigan, Minnesota, Missouri, New Jersey, New York, Ohio, Tennessee, and Wisconsin.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (CINCINNATI OH)
OH
09/27/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CINCINNATI OH)
NY
08/26/2003 - 08/03/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/18/2002 - 08/19/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/01/2002 - 07/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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