Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Denise Babcock is an investment advisor representative with Avantax Advisory Services, based in Wenatchee, WA. Jennifer holds a Series 7TO, Series 66 and SIE licenses and has been in the industry since December 4, 2022. Jennifer is also a Certified Public Accountant and works as a CPA-Manager for Cordell, Neher & Company, PLLC. Jennifer is active in the community, serving on the Board of Directors of the Wenatchee Valley College Foundation and as an Advisory Member on the Finance Committee for Cancer Care of NCW.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
WA
01/26/2023 - Present
Avantax Advisory Services (Wenatchee WA)
BOTH
Issued 01/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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