Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Wheatley-kaufmann is a financial advisor with over 25 years of experience in the industry. Jennifer is currently registered with Mesirow Financial, Inc. and is licensed in 17 states. Jennifer has a strong background in the financial services industry, holding licenses for Series 7 and Series 63 exams. Jennifer has previously worked at Citigroup Global Markets Inc., Vestor Capital Corporation, Linsco/Private Ledger Corp. and Northern Trust Securities, Inc. Jennifer's experience, knowledge and dedication to the financial services industry provide clients with exceptional service and support.
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.
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.
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2
IL
08/02/2007 - Present
Mesirow Financial, Inc. (HIGHLAND PARK IL)
IL
11/25/2002 - 05/25/2006
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
IL
07/17/2001 - 05/08/2002
VESTOR CAPITAL CORPORATION (CHICAGO IL)
SC
05/12/1997 - 04/25/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
06/15/1992 - 04/23/1997
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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