Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Zanfardino is an investment advisor representative with Wells Fargo Clearing Services, LLC. Jennifer has been in the industry since August 2018 and has registered in 31 states. Jennifer is a registered representative for Wells Fargo Clearing Services, LLC, Morgan Stanley and has worked at Morgan Stanley Wealth Management and BNP Paribas. Jennifer has passed the Series 7, Series 66 and the SIE exams. Jennifer has a background in financial planning, portfolio management for businesses and individuals and investment consulting services to institutional clients. Jennifer's firm is located in Garden City, New York, Jennifer's firm has over 1,352,000 accounts with over $558 billion dollars under 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.
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
NY
01/13/2020 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY NY)
NY
08/08/2018 - 07/05/2019
MORGAN STANLEY (GARDEN CITY NY)
BOTH
Issued 10/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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