Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Trowbridge is a financial professional with experience in the financial services industry. Jennifer is currently registered with Redtree Investment Group and has been in the industry since 2000. Jennifer holds the Series 7 and Series 66 licenses and is a Chartered Financial Analyst. Jennifer has previously worked with Robert W. Baird & Co. Incorporated and Fifth Third Securities, Inc. Jennifer is a member of the Entrepreneurs' Organization - Cincinnati Chapter and Xavier University's President's Advisory Council and Women of Excellence Council.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
OH
07/16/2014 - Present
Redtree Investment Group (CINCINNATI OH)
OH
04/11/2008 - 09/17/2014
ROBERT W. BAIRD & CO. INCORPORATED (CINCINNATI OH)
OH
01/12/2000 - 07/12/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 06/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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