Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Conley has been in the financial services industry since April 2001. Jennifer is a registered representative with Wells Fargo Clearing Services, LLC and has been with the firm since January 2020. Jennifer previously worked with TD Ameritrade, Inc., Scottrade, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, WS Griffith Securities, Inc., and UMB Scout Brokerage Services, Inc. Jennifer holds Series 6, 7, 9, 10, 63, and 66 licenses, as well as the SIE. Jennifer is also a registered investment advisor in Missouri. Jennifer provides financial planning, portfolio management, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
01/21/2020 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
MO
02/26/2018 - 01/31/2020
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
02/12/2014 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
11/17/2004 - 10/22/2013
METLIFE SECURITIES INC. (ST. LOUIS MO)
MO
11/17/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHESTERFIELD MO)
CT
10/10/2003 - 04/05/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MO
03/24/2000 - 08/25/2003
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 08/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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