Unclaimed
Jennifer Bigler is a financial advisor with Raymond James & Associates, Inc. Jennifer is a registered representative and investment advisor representative. She has been in the industry since 2009, working with individual, high-net-worth individuals, corporations and other businesses, insurance companies, banking or thrift institutions, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Jennifer offers a range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Jennifer is licensed in Alabama, California, Florida, Indiana, Kentucky, North Carolina, Ohio, and South Carolina.
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.
Please see note in schedule d - miscellaneous
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
KY
03/30/2016 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
KY
10/19/2009 - 03/22/2016
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
BOTH
Issued 08/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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