Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Hatch is a financial advisor with Kestra Advisory Services, LLC, based in Austin, TX. Jennifer has over 30 years of experience in the financial services industry. She is a Certified Financial Planner and holds Series 7, 24, 63, and 66 licenses. Jennifer has worked with a variety of clients, including individuals, families, businesses, and institutions. Previously, she was a registered representative with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Christopher Street Financial, Inc., Bear, Stearns & Co. Inc., and J.P. Morgan Securities Inc. Jennifer is committed to providing her clients with personalized financial advice and guidance. Jennifer is also active in her community and serves on the boards of several non-profit organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/26/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
08/01/2003 - 05/18/2007
WALNUT STREET SECURITIES, INC. (NEW YORK NY)
NY
01/02/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/27/1997 - 12/31/2001
CHRISTOPHER STREET FINANCIAL, INC. (NEW YORK NY)
NY
08/26/1991 - 06/12/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
08/22/1989 - 08/05/1991
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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