Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Dazols is an Investment Advisor Representative at Equita Financial Network. Jennifer holds the Series 65 license and is a Certified Financial Planner. Jennifer has experience in the financial services industry since 2020. Jennifer has worked at Sincerus Advisory in New York, Modern Family Finance in San Francisco, and eBay in San Jose. Jennifer specializes in providing financial planning and portfolio management services for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
05/23/2023 - Present
Equita Financial Network, Inc. (FORT WASHINGTON PA)
IA
Issued 03/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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