Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Bottalico is a financial advisor with Raymond James & Associates, Inc. Jennifer has been in the financial industry since 1997 and holds a variety of licenses and certifications, including Series 7, Series 10, Series 9, Series 63, Series 65, and Certified Financial Planner. Jennifer previously worked at Deutsche Bank Securities Inc. and DB Alex. Brown 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.
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
CA
06/14/2021 - Present
Raymond James & Associates, Inc. (San Francisco CA)
CA
01/13/2001 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
05/22/1997 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BC
Issued 10/13/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
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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