Unclaimed
Jennifer Hutzel is a registered representative with Stifel, Nicolaus & Company, Inc., who has been in the industry since 2019. Jennifer is licensed to provide investment advice and services in the United States. Jennifer has a Series 7, Series 63, and SIE license. Jennifer's firm specializes in providing financial planning, portfolio management for businesses and individuals, and investment advisory services.
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.
1
2
NY
07/17/2019 - Present
Stifel, Nicolaus & Company, Inc. (HAUPPAUGE NY)
BC
Issued 11/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX 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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