Unclaimed
Jennifer Anderson is a registered representative with Wells Fargo Clearing Services, LLC. Jennifer has been in the securities industry since 2009 and holds the Series 7, Series 63, and Series 24 licenses. Jennifer has previous experience with TD Ameritrade, Inc., and Thinkorswim, Inc. Jennifer Anderson's current registration is with Wells Fargo Clearing Services, LLC in the state of Missouri.
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.
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.
Investment consulting services to institutional clients
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
MO
02/07/2011 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
IL
05/26/2010 - 01/25/2011
TD AMERITRADE, INC. (CHICAGO IL)
IL
04/22/2009 - 05/26/2010
THINKORSWIM, INC. (CHICAGO IL)
BC
Issued 11/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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