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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Telesca is an investment advisor representative at XML Financial Group. Jennifer has been in the financial services industry since 2000 and has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Jennifer is registered to provide investment advisory services in Colorado, Florida, Maryland, New Jersey, New York, Oregon, and Pennsylvania. Jennifer holds Series 7, Series 63, and Series 66 licenses, along with the SIE exam. Prior to joining XML Financial Group, Jennifer was an advisor at Wells Fargo Advisors Financial Network, LLC, and John Hancock Funds, LLC.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/05/2022 - Present
XML Financial Group (FORT WASHINGTON PA)
PA
04/04/2018 - 07/11/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FORT WASHINGTON PA)
MA
05/11/2006 - 10/09/2017
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
NJ
08/18/2004 - 05/05/2006
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MO
06/22/2004 - 08/16/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IL
06/12/2000 - 03/01/2004
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
PA
04/26/1999 - 11/18/1999
CRESAP, INC. (RADNOR PA)
BOTH
Issued 10/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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