Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Geroldine Dunaway is a financial advisor with over 23 years of experience in the industry. Jennifer has held various roles at several firms, including BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. currently works at Synovus Securities, Inc. and is registered in 21 states. Jennifer holds licenses in Series 6, 7, 63, and 65 and the SIE. Jennifer is qualified to provide financial planning services to individuals, businesses, and institutions.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
01/05/2021 - Present
Synovus Securities, Inc. (HUNTSVILLE AL)
AL
05/16/2013 - 02/10/2017
BBVA SECURITIES INC. (HUNTSVILLE AL)
AL
10/18/2000 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
IA
Issued 04/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Dunaway is the right advisor for you? Invested Better is here to help.
