Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Leong is a financial advisor with Sax Wealth Advisors, LLC. Jennifer has over 15 years of experience in the financial services industry. Jennifer is a Certified Financial Planner and holds the Series 7, Series 31, Series 66, and SIE licenses. Jennifer specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. Jennifer has a strong commitment to providing personalized service and helping clients achieve their financial goals.
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.
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.
1
2
NJ
11/24/2024 - Present
SAX Wealth Advisors, LLC (PARSIPPANY NJ)
IL
03/28/2018 - 12/07/2020
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
02/19/2008 - 03/29/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCHAUMBURG IL)
VA
03/30/2007 - 01/24/2008
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
BOTH
Issued 08/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jennifer Leong is the right advisor for you? Invested Better is here to help.
