Unclaimed
Jennifer Fisher is a financial advisor who has been in the industry since November 2016. Jennifer is currently registered with Sanctuary Advisors, LLC and is also registered in 13 states. Jennifer previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and holds the Series 66, Series 7, and SIE licenses. Jennifer is a Chartered Financial Consultant and provides financial planning, pension consulting, and educational seminars. Jennifer works with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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2
NJ
08/20/2021 - Present
Sanctuary Advisors, LLC (Moorestown NJ)
NJ
11/08/2016 - 08/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
BOTH
Issued 01/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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