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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Claire Statler is a financial advisor registered with Commonwealth Financial Network. Jennifer has been working in the industry since 2018. Jennifer is a Certified Financial Planner and holds licenses for Series 63, Series 7 and Series 65. Jennifer has experience providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Jennifer also has experience providing portfolio management, financial planning, and pension consulting services. Jennifer is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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WA
04/18/2023 - Present
Commonwealth Financial Network (Port Townsend WA)
WA
04/20/2018 - 08/15/2024
COMMONWEALTH FINANCIAL NETWORK (PORT TOWNSEND WA)
IA
Issued 06/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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