Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Eileen Gonzales is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jennifer has been in the financial services industry since 2007. Jennifer holds the Series 7 and Series 66 securities licenses as well as the SIE exam. Jennifer is registered in 36 states and specializes in providing investment consulting services to institutional clients. Jennifer is also registered as an investment advisor representative in Texas and Washington.
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
WA
06/07/2016 - Present
Wells Fargo Clearing Services, LLC (BELLEVUE WA)
WA
03/25/2010 - 06/07/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Bellevue WA)
WA
12/02/2008 - 03/08/2010
PACIFIC WEST SECURITIES, INC. (KIRKLAND WA)
WA
08/24/2007 - 11/10/2008
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
BOTH
Issued 09/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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