Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Elizabeth Herron is a registered representative with Wells Fargo Clearing Services, LLC and is licensed to conduct business in 53 states. Jennifer has been in the industry since August 30, 2017 and is a registered representative for Wells Fargo Clearing Services, LLC since October 19, 2022. Previously, Jennifer was a registered representative for Robinhood Financial, LLC and Vanguard Marketing Corporation. Jennifer specializes in providing financial planning and investment consulting services to individual and institutional clients.
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
10/19/2022 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
08/18/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
10/21/2019 - 07/29/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
07/07/2015 - 11/14/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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