Unclaimed
Jennifer Edwards is an investment advisor representative registered with Wells Fargo Advisors Financial Network, LLC. Jennifer is also a registered investment advisor in North Carolina and Texas. Jennifer has been in the industry for over 10 years, and her experience includes providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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
NC
03/03/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON NC)
NC
06/20/2012 - 03/03/2022
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
BOTH
Issued 12/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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