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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 MacCannon is an investment advisor representative at Edelman Financial Engines. Jennifer has been in the financial industry since 2009 and has held various roles at different firms. Jennifer has a wide range of experience in providing financial advice and services to individual clients, businesses, and institutions. Jennifer is also licensed to provide financial advice in North Carolina.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NC
08/18/2021 - Present
Edelman Financial Engines (CHARLOTTE NC)
VA
04/22/2016 - 10/15/2019
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
05/19/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
08/14/2009 - 03/14/2011
SIGNATOR INVESTORS, INC. (VIENNA VA)
IA
Issued 09/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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