Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Cozad is a financial advisor with National Financial Services LLC. She has been in the financial services industry since 2007. Jennifer holds a Series 7, 6, 9, 10, 63, 99TO, and SIE licenses. Jennifer has previously worked with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, 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.
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2
TX
01/05/2016 - Present
National Financial Services LLC (WESTLAKE TX)
TX
09/10/2010 - 10/14/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/01/2008 - 10/22/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/05/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 11/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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