Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Elyse Walsh is a financial advisor at Charles Schwab & Co., Inc. with over 10 years of experience in the industry. Jennifer holds the Series 66, SIE, and Series 7 licenses. She is also registered as an investment advisor in Colorado and California. Jennifer is a licensed agent and registered representative of Charles Schwab & Co., Inc., which has over $50 billion in assets under management. Her practice focuses on providing financial planning and advisory services to individuals and families. Jennifer also provides referral services through Charles Schwab's financial planning advisory program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
03/31/2023 - Present
Charles Schwab & CO., Inc. (Castle Pines CO)
BOTH
Issued 03/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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