Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Giles is a financial advisor with RBC Capital Markets, LLC. Jennifer has been in the industry since 2013 and is registered to provide investment advice in multiple states, including Pennsylvania, New York, and Texas. Jennifer is also a Chartered Financial Analyst. Her experience spans a variety of client types, including individuals, corporations, and institutions. She is particularly adept at providing financial planning and portfolio management services.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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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2
PA
01/04/2022 - Present
RBC Capital Markets, LLC (CHADDS FORD PA)
PA
11/03/1999 - 06/04/2007
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
BOTH
Issued 07/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2000
Series 4 - Registered Options Principal Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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