Unclaimed
Jennifer Erin Papadopolo is an investment advisor representative at Corient, a firm with offices in Miami, Florida, and Morristown, New Jersey. Jennifer has been in the financial industry since June 1994. She holds a Series 65 license, which allows her to provide investment advice to clients in both New Jersey and New York. Jennifer has experience working with a variety of clients, including individuals, families, corporations, and institutions. She has a special focus on helping clients reach their financial goals through a variety of investment strategies. Corient provides advisory services to clients, including financial planning, portfolio management, pension consulting, educational seminars, and market timing 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
11/21/2023 - Present
Corient (MIAMI FL)
IA
Issued 03/08/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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