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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 Freebersyser is an investment advisor representative with Moneta Group Investment Advisors, LLC. Jennifer has over 10 years of experience in the financial services industry and is registered in Colorado, Kansas, and Missouri. Jennifer holds the Series 7, Series 9, Series 10, Series 24, and Series 63 licenses. Jennifer's expertise includes financial planning, portfolio management for businesses and individuals, and pension consulting. Jennifer has a demonstrated track record of providing financial advice and guidance to high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations.
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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MO
05/23/2018 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
05/17/2016 - 05/10/2018
EDWARD JONES (ST LOUIS MO)
MO
10/24/2011 - 05/13/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
10/17/2011 - 05/12/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 10/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 05/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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