Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lissner is a financial advisor who has been in the industry since 2005. Jennifer currently works at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Jennifer has a Series 7, Series 9, Series 10, Series 24, and Series 66 license. Jennifer also has a Certified Financial Planner designation. Jennifer has a history of working with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities.
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.
1
2
MO
01/30/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
KS
09/05/2005 - 11/26/2010
CHARLES SCHWAB & CO., INC. (OVERLAND PARK KS)
BOTH
Issued 09/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
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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