Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer C. Hart is a registered investment advisor representative with Stratos Wealth Partners, Ltd. Jennifer has been in the financial services industry since 1999. Jennifer is also a registered investment advisor with Stratos Wealth Partners, an independent investment advisor firm. Jennifer holds the Series 3, 7, 9, 10, 63, and 65 licenses. Jennifer is a resident of San Diego, California and is registered to do business in California, Louisiana, Ohio and Texas.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
CA
03/14/2016 - Present
Stratos Wealth Partners, Ltd. (San Diego CA)
CA
10/26/2010 - 11/09/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
06/01/2009 - 11/08/2010
MORGAN STANLEY SMITH BARNEY (CARLSBAD CA)
CA
01/29/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)
IA
Issued 08/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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