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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 Kruger is a financial advisor with Fidelity Personal And Workplace Advisors, an investment firm with offices in New York, NY. Jennifer has been in the financial services industry since July 19, 2004 and has a strong track record of providing financial advice to individuals, families, and businesses. Jennifer is registered with FINRA and holds Series 7, Series 9, Series 10, and Series 66 securities licenses. Jennifer is a Certified Financial Planner (CFP®) and has a broad range of experience in investment planning, retirement planning, and college savings. Jennifer is committed to helping clients 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.
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
NY
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
CA
06/28/2004 - 09/05/2006
WELLS FARGO INVESTMENTS, LLC (NEWHALL CA)
BOTH
Issued 08/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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