Unclaimed
Jennifer Blois is a registered representative with Capital Client Group, Inc. Jennifer has over 20 years of experience in the financial services industry, holding previous positions with NYLIFE Distributors LLC, Prudential Annuities Distributors, Inc, Chase Investment Services Corp., and American Skandia Marketing, Inc. Jennifer is licensed in California and New York. Jennifer holds Series 6, Series 63, and SIE licenses. Jennifer specializes in providing investment advice to individuals.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
07/08/2024 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
NY
02/01/2021 - 06/17/2024
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
CT
02/05/2008 - 07/16/2020
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NY
11/23/2005 - 12/11/2007
CHASE INVESTMENT SERVICES CORP. (NEW YORK CITY NY)
CT
06/30/1999 - 04/20/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BC
Issued 12/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Blois is the right advisor for you? Invested Better is here to help.