Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Birdsey is a financial advisor who has been in the industry since 1997. She holds the Series 7 and Series 63 licenses. Jennifer is a Certified Financial Planner and specializes in providing financial planning services to individuals and families. Jennifer is affiliated with Capital Group Private Client Services, Inc., a firm that manages over 38 Billion in assets for individual, family, and institutional clients.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
ME
01/02/2001 - 04/22/2002
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
PA
02/16/2000 - 01/02/2001
PROVIDENT DISTRIBUTORS, INC. (KING OF PRUSSIA PA)
CA
11/25/1997 - 09/18/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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