Unclaimed
Jennifer Bruzas is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc.. Jennifer has been in the financial services industry since 2010 and holds multiple licenses and certifications, including the Series 7, 66, 24, 53, and 39 exams. Jennifer provides a wide range of services to clients, including financial planning, portfolio management, and pension consulting. Jennifer is also a FINRA arbitrator and is licensed to provide financial services in Florida and Wisconsin.
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
FL
03/01/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
WI
04/21/2011 - 02/20/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
09/28/2010 - 02/20/2018
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 04/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 09/13/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2010
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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