Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Frazier is an investment advisor representative at Hightower Advisors, LLC. She has been in the industry since 2003 and holds Series 63, Series 7, and Series 65 licenses. Jennifer has experience working with individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, and other investment advisors. Jennifer provides financial planning, portfolio management, and selection of other advisors services. Jennifer specializes in providing services for individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, and other investment advisors.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
10/21/2020 - Present
Hightower Advisors, LLC (Dallas TX)
TX
01/01/2008 - 03/07/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/26/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
09/17/2003 - 08/20/2007
FIDELITY BROKERAGE SERVICES LLC (PLANO TX)
IA
Issued 01/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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