Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Cox Mann is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Commonwealth Financial Network. Jennifer has held previous positions with LPL Financial, Dewaay Financial Network, FSC Securities, Citigroup Global Markets, Morgan Stanley DW Inc., and Salomon Smith Barney Inc. Jennifer is a licensed investment advisor and has Series 7, Series 24, Series 63, and Series 65 licenses. Jennifer provides a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning. Jennifer is committed to helping clients achieve their financial goals.
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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NC
09/19/2024 - Present
Commonwealth Financial Network (Morehead City NC)
GA
08/16/2024 - 09/05/2024
PURSHE KAPLAN STERLING INVESTMENTS (Roswell GA)
NC
05/08/2012 - 08/16/2024
LPL FINANCIAL LLC (MOREHEAD CITY NC)
GA
05/06/2010 - 05/08/2012
DEWAAY FINANCIAL NETWORK, LLC (ATLANTA GA)
GA
04/24/2007 - 05/07/2010
FSC SECURITIES CORPORATION (ATLANTA GA)
NC
09/15/2004 - 04/23/2007
CITIGROUP GLOBAL MARKETS INC. (DURHAM NC)
NY
01/17/2003 - 08/31/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/02/2001 - 01/24/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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