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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Pierel is a financial advisor with Fidelity Personal And Workplace Advisors. She has been in the industry since 2016. Jennifer holds a Series 7TO, Series 9, Series 10 and Series 99 licenses as well as a Series 66 license. Jennifer provides financial planning services, educational seminars, and selection of other advisers. Jennifer is registered to provide investment advisory services in North Carolina and Texas.
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.
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.
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2
NC
04/22/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENSBORO NC)
RI
06/20/2016 - 02/20/2020
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 05/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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