Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Baumann is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Fort Worth, TX. Jennifer has been in the financial services industry since 2004. Jennifer is registered with the state of Texas as an Investment Advisor Representative. Jennifer has Series 66, SIE and Series 7 licenses. Jennifer has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and retirement plans. Prior to joining Wells Fargo Advisors Financial Network, LLC, Jennifer worked for Wells Fargo Clearing Services, LLC and Morgan Stanley & Co. Incorporated. Jennifer is dedicated to helping clients achieve their financial goals.
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
TX
04/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FORT WORTH TX)
TX
10/03/2008 - 04/20/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT WORTH TX)
TX
04/02/2007 - 06/16/2008
MORGAN STANLEY & CO. INCORPORATED (FT. WORTH TX)
TX
10/20/2006 - 04/02/2007
MORGAN STANLEY DW INC. (FT. WORTH TX)
TX
09/17/2003 - 10/24/2006
WACHOVIA SECURITIES, LLC (FORT WORTH TX)
BOTH
Issued 05/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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