Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Guidry is a financial advisor with over 20 years of experience in the industry. Jennifer has held several positions with various firms, including Wells Fargo Advisors Financial Network, LLC, First Clearing, LLC and A.G. Edwards & Sons, Inc. Jennifer is currently registered with Avantax Advisory Services. Jennifer holds Series 7, 9, 10, 66, and SIE licenses. Jennifer's primary areas of expertise are financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
04/10/2024 - Present
Avantax Advisory Services (DALLAS TX)
SC
05/18/2021 - 03/02/2022
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
NC
09/25/2019 - 04/19/2021
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
NC
04/03/2017 - 08/20/2019
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
MO
08/21/2014 - 03/29/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NC
01/01/2008 - 03/29/2017
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
MO
08/21/2014 - 11/16/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MD
11/29/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEL AIR MD)
BOTH
Issued 01/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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