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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 Malek is an investment advisor representative with The Wealth Consulting Group, which is headquartered in Las Vegas, Nevada. Jennifer has been working in the financial services industry since January 1999. Jennifer is currently registered with the state of California and is a Series 63, 65, and 7 licensed professional. Jennifer holds a Series 24 license, a General Securities Principal Exam. Jennifer is also a Series 6 and Series 7 licensed professional. Jennifer has been working in the financial services industry since 1999 and has experience working with individual clients, corporations, and charitable organizations. Jennifer is dedicated to providing her clients with the highest level of service and financial guidance.
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.
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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CA
05/07/2021 - Present
THE Wealth Consulting Group (SHERMAN OAKS CA)
CA
07/26/2001 - 10/04/2006
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
MN
01/06/1999 - 07/23/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 02/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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