Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Donnelly is a financial advisor with over 19 years of experience in the industry. Jennifer currently works with Private Advisor Group, LLC and is licensed to provide investment advice in 52 states and Puerto Rico. Jennifer has a strong track record of providing investment advice to individuals, families, businesses, and institutional clients. Jennifer is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals. Jennifer believes in building long-term relationships with her clients based on trust, transparency, and open communication.
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.
Solicitation/referral
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.
Solicitor/referral fees
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2
VA
01/29/2020 - Present
Private Advisor Group, LLC (Reston VA)
VA
06/03/2003 - 01/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
NY
11/05/2001 - 03/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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