Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Grzeskiewicz is a financial advisor with First Trust Advisors LP. She is a Registered Representative and Investment Adviser Representative with over 19 years of experience in the financial services industry. Jennifer has a strong background in portfolio management and specializes in providing advisory services to individuals, businesses, and investment companies. Jennifer has held previous positions at Advisors Asset Management, Inc., Wachovia Securities, LLC, Morgan Stanley DW Inc., and Nike Securities L.P.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
02/22/2018 - Present
First Trust Advisors LP (WHEATON IL)
IL
03/14/2007 - 02/15/2018
ADVISORS ASSET MANAGEMENT, INC. (LISLE IL)
IL
02/03/2005 - 03/16/2007
WACHOVIA SECURITIES, LLC (NAPERVILLE IL)
NY
10/06/2004 - 01/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
11/09/2001 - 10/11/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IL
11/08/1999 - 10/26/2001
NIKE SECURITIES L.P. (WHEATON IL)
BC
Issued 12/30/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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