Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ervin is an Investment Advisor Representative for Edelman Financial Engines in Indianapolis, Indiana. Jennifer has over 20 years of experience in the financial services industry. Jennifer has been with Edelman Financial Engines since 2016. Prior to that, Jennifer worked at David A. Noyes & Company, Morgan Stanley & Co., Incorporated, A. G. Edwards & Sons, Inc., Fifth Third Securities, Inc., City Securities Corporation, Charles Schwab & Co., Inc. and PaineWebber Incorporated. Jennifer holds Series 63, 65, 66 and 7 licenses, and is licensed to offer financial services in Indiana.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
IN
11/30/2016 - Present
Edelman Financial Engines (INDIANAPOLIS IN)
IN
05/14/2008 - 10/30/2015
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IN
10/08/2007 - 03/12/2008
MORGAN STANLEY & CO., INCORPORATED (INDIANAPOLIS IN)
IN
03/07/2006 - 09/11/2007
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
IN
01/10/2006 - 02/28/2006
FIFTH THIRD SECURITIES, INC. (FISHERS IN)
IN
02/24/2005 - 03/29/2005
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
TX
07/24/2000 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
06/15/1998 - 05/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 08/17/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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