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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 Sevier is a financial advisor who has been in the industry for over 20 years. Jennifer is currently registered with Edelman Financial Engines in Maryland and Texas. Jennifer has a strong background in financial planning, portfolio management, and investment advisory services. She is also a Certified Financial Planner. Jennifer has experience working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Jennifer is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MD
11/01/2018 - Present
Edelman Financial Engines (SILVER SPRING MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SILVER SPRING MD)
MD
08/18/2008 - 04/22/2016
SANDERS MORRIS HARRIS LLC (SILVER SPRING MD)
VA
11/10/2006 - 04/10/2008
CITIGROUP GLOBAL MARKETS INC. (MANASSAS VA)
MD
10/20/2004 - 11/21/2006
UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)
MA
09/18/2000 - 11/07/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 10/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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