Unclaimed
Jennifer Claire Weglarz is a financial advisor based in BELLEVUE, WA with over 14 years of experience in the financial services industry. Jennifer is currently registered with Symetra Securities, Inc. Jennifer has a Series 6, Series 7 and SIE license and has previously worked at KESTRA INVESTMENT SERVICES, LLC, INVESCO DISTRIBUTORS, INC., AMERIPRISE FINANCIAL SERVICES, INC., COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. and RIVERSOURCE DISTRIBUTORS, INC..
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.
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.
1
2
WA
03/03/2022 - Present
Symetra Securities, Inc. (BELLEVUE WA)
TX
12/19/2019 - 03/03/2022
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
10/21/2015 - 05/31/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
MN
06/10/2011 - 10/05/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/02/2009 - 05/21/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/16/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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