Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Devanney Barry is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Connecticut Wealth Management, LLC, and has a Series 7, Series 63, and Series 24 license. Jennifer specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Jennifer holds the Certified Financial Planner designation. Jennifer has been with Connecticut Wealth Management, LLC since 2019 and has over 1388 clients. Jennifer is also a licensed insurance agent and has experience in estate planning and trust administration.
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.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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.
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2
CT
06/18/2019 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
CT
04/01/1999 - 06/04/2019
LPL FINANCIAL LLC (BLOOMFIELD CT)
AZ
07/08/1998 - 04/13/1999
FAIRPORT CAPITAL, INC. (SCOTTSDALE AZ)
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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