Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lange is a financial advisor who has been in the industry since 2011. Jennifer is currently registered with Janney Montgomery Scott LLC, a large firm with over 1000 advisors and over $85 billion in assets under management. Before joining Janney Montgomery Scott LLC, Jennifer was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for a period of 2 years. Jennifer holds licenses for both Broker-Dealer and Investment Advisor activities, and is registered in many states. Jennifer specializes in working with individuals, high-net-worth individuals, families, corporations and pension plans. Jennifer's firm offers a range of services including financial planning, pension consulting, and portfolio management.
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.
Fee plus commission
1
2
CT
10/03/2013 - Present
Janney Montgomery Scott LLC (WEST HARTFORD CT)
CT
03/28/2011 - 10/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)
BOTH
Issued 11/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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