Unclaimed
Jennifer Cortner Pizzi is a financial advisor in PONTE VEDRA, FL. Jennifer has been in the industry since March 2005 and is registered with Northwestern Mutual Investment Services, LLC. Jennifer is also a registered representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer holds the Series 7, Series 66 and SIE securities licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
11/29/2006 - Present
Northwestern Mutual Investment Services, LLC (PONTE VEDRA FL)
FL
09/24/2004 - 04/21/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 11/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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