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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Nicasio is a financial advisor at HTG Investment Advisors Inc. Jennifer holds the Series 65 license and is a Certified Financial Planner. Jennifer is an experienced financial advisor who helps clients achieve their financial goals. Jennifer specializes in working with individuals and families, and her clients appreciate her commitment to providing personalized financial advice. Jennifer focuses on financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
01/03/2007 - Present
HTG Investment Advisors Inc. (NEW CANAAN CT)
IA
Issued 12/13/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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