Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Astles has been in the financial services industry since 2005. Jennifer is currently registered with Raymond James Financial Services Advisors, Inc. in North Carolina and Texas. Jennifer is also registered with the state of North Carolina as an Investment Advisor Representative. Previously, Jennifer was registered with WELLS FARGO CLEARING SERVICES, LLC and UVEST FINANCIAL SERVICES GROUP, INC. Jennifer holds the Series 6, 7, 31 and 66 licenses, as well as the Securities Industry Essentials (SIE) Exam. Jennifer specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jennifer is dedicated to providing exceptional service to her clients and helping them 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
07/01/2020 - Present
Raymond James Financial Services Advisors, Inc. (Concord NC)
NC
11/30/2007 - 07/06/2020
WELLS FARGO CLEARING SERVICES, LLC (CONCORD NC)
NC
11/11/2005 - 12/05/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CONCORD NC)
BOTH
Issued 04/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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