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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 Smiljanich is a financial advisor who has been in the industry since 1999. Jennifer is a Certified Financial Planner and is currently registered with SJS Investment Services in Phoenix, Arizona and Ohio. Jennifer has previously been associated with NRP Financial, Inc. in Toledo, Ohio; Ensemble Financial Services, Inc. in Pittsford, New York; and CitiCorp Investment Services in Long Island City, New York. Jennifer has a strong track record of providing financial advice to individuals, families, businesses, and institutions. Jennifer's areas of expertise include financial planning, portfolio management, and retirement planning. Jennifer is committed to providing her clients with personalized financial advice and guidance to help 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.
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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AZ
10/12/2010 - Present
SJS Investment Services (Phoenix AZ)
OH
01/12/2007 - 08/04/2010
NRP FINANCIAL, INC. (TOLEDO OH)
NY
04/10/2000 - 12/20/2006
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
07/28/1999 - 03/13/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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