Unclaimed
Jennifer Ann Yanulavich is a financial advisor with Wells Fargo Clearing Services, LLC. Jennifer is a Certified Financial Planner and has been in the industry since 2018. Jennifer works with a variety of clients including individuals, businesses, and charitable organizations. Jennifer specializes in financial planning, portfolio management, and investment consulting. She provides personalized financial advice and investment strategies to help her clients achieve their financial goals. Jennifer is committed to building strong relationships with her clients and providing them with exceptional service.
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.
Investment consulting services to institutional clients
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.
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2
GA
05/15/2018 - Present
Wells Fargo Clearing Services, LLC (ATHENS GA)
BOTH
Issued 03/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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