Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Taylor-medolla is a financial advisor with over 15 years of experience in the industry. Jennifer has a broad range of experience in the financial industry having worked with Oppenheimer & Co. Inc. and Knight Securities, L.P. before joining Stifel, Nicolaus & Company, Inc. Jennifer is registered to provide investment advice in New Jersey and New York. Jennifer is able to provide a variety of services to clients, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
NY
08/12/2021 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NJ
10/30/2014 - 11/14/2014
OPPENHEIMER & CO. INC. (RED BANK NJ)
NJ
07/18/1995 - 08/05/2002
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
IA
Issued 08/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
C
Cboe BZX 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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