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 Shandler is a registered investment advisor representative with Oppenheimer & Co. Inc. Jennifer has been in the industry since 1984. Jennifer holds a Series 7, Series 63, and Series 65 license and has a wide range of experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jennifer is currently registered in 27 states and is a director of investments at Oppenheimer & Co. Inc. in Birmingham, Michigan. Previously, Jennifer worked at WELLS FARGO ADVISORS, LLC, PRUDENTIAL SECURITIES INCORPORATED, and PAINEWEBBER INCORPORATED.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MI
02/21/2012 - Present
Oppenheimer & Co. Inc. (BIRMINGHAM MI)
MI
07/01/2003 - 08/03/2009
WELLS FARGO ADVISORS, LLC (BIRMINGHAM MI)
NY
01/13/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/28/1984 - 01/20/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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