Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ellen Otte is an active Registered Representative and Investment Adviser Representative, licensed in Missouri. Jennifer is a principal at Edward Jones. She has been in the securities industry since May 22, 2006. Jennifer has passed the Series 7, Series 63, Series 9, Series 10, Series 24, and Series 66 exams. Jennifer is a registered representative of Edward Jones, offering a variety of financial services to clients. Jennifer is also an investment advisor representative of Edward Jones, providing investment advisory services. Jennifer has been with Edward Jones since March 2004. Jennifer specializes in serving high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, partnerships, investment clubs and limited liability companies, and pension and profit-sharing plans.
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.
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.
See schedule d - miscellaneous
1
2
MO
11/07/2017 - Present
Edward Jones (Lake St. Louis MO)
BOTH
Issued 11/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/12/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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