Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Munson is a financial professional with over 20 years of experience in the financial services industry. Jennifer is currently registered with Capital Client Group, Inc. and holds Series 6, 7, 24 and 63 licenses. Jennifer previously worked with Northwestern Mutual Investment Services, LLC and NEBS Financial Services, Inc.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
04/25/2006 - Present
Capital Client Group, Inc. (IRVINE CA)
WI
04/07/2005 - 10/27/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
OH
01/19/2001 - 12/31/2004
NEBS FINANCIAL SERVICES, INC. (CLEVELAND OH)
BC
Issued 11/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Munson is the right advisor for you? Invested Better is here to help.
