Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer O'Sullivan is a financial advisor in Tucson, Arizona. Jennifer has been working in the financial services industry for over 15 years. Currently, Jennifer is registered with Fidelity Personal AND Workplace Advisors. Jennifer previously worked at UBS FINANCIAL SERVICES INC. and FIDELITY BROKERAGE SERVICES LLC. Jennifer specializes in financial planning, portfolio management, and educational seminars. Jennifer is dedicated to helping her clients 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.
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.
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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AZ
11/30/2023 - Present
Fidelity Personal AND Workplace Advisors (TUCSON AZ)
AZ
05/05/2020 - 05/31/2022
UBS FINANCIAL SERVICES INC. (TUCSON AZ)
AZ
03/19/2007 - 04/07/2020
FIDELITY BROKERAGE SERVICES LLC (TUCSON AZ)
BOTH
Issued 09/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2013
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 03/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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