Unclaimed
Jennifer Rydzewski is a financial advisor with Stifel, Nicolaus & Company, Inc. She has been in the industry since 1999. Jennifer provides financial planning services, pension consulting, and portfolio management for individuals and businesses. Jennifer is registered with FINRA and is also registered in 52 states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
03/31/2020 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
AZ
12/19/2005 - 08/23/2018
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
MA
08/04/2004 - 11/30/2005
ASSOCIATED SECURITIES CORP. (BOSTON MA)
AZ
03/10/2004 - 08/23/2004
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
NY
05/28/1998 - 05/14/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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