Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Cutolo is a financial advisor with Janney Montgomery Scott LLC, with over 13 years of experience in the industry. Jennifer has a wide range of expertise, having worked for firms such as Raymond James & Associates, Inc., Gardens Drugs and K and M Cutolo LLC. She is registered with the state of Florida as both a broker and an investment advisor. Jennifer has passed several FINRA and state examinations, including the Uniform Combined State Law Examination, the General Securities Sales Supervisor - Options Module Examination, and the General Securities Sales Supervisor - General Module Examination. Jennifer's specializations include: - Investment advisory - Broker-dealer - Securities - Retirement planning - Insurance - Financial planning
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
06/15/2020 - Present
Janney Montgomery Scott LLC (PALM BEACH GARDENS FL)
FL
05/30/2008 - 06/22/2020
RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)
BOTH
Issued 09/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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