Unclaimed
Jennifer Dawn Howard is a financial professional with over two decades of experience in the industry. Jennifer is currently a Registered Representative at Stifel, Nicolaus & Company, Inc., where she specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles. Jennifer's previous experience includes roles at Sterne, Agee & Leach, Inc. and Citigroup Global Markets Inc. She is a Series 7 and Series 63 licensed professional.
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.
1
2
TN
07/07/2015 - Present
Stifel, Nicolaus & Company, Inc. (CHATTANOOGA TN)
TN
05/22/2009 - 07/07/2015
STERNE, AGEE & LEACH, INC. (CHATTANOOGA TN)
TN
06/14/1999 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (CHATTANOOGA TN)
BC
Issued 04/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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