Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Hardcastle is an investment advisor representative with B. Riley Wealth Advisors, Inc. located in Warrenton, Virginia. Jennifer has been in the industry since March 28, 2003 and has experience with various financial firms. She has Series 7, Series 66, and SIE licenses. She is also a Certified Financial Planner. Her specialties include financial planning, portfolio management, and pension consulting. Jennifer is registered to conduct business in numerous states.
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.
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
VA
08/15/2022 - Present
B. Riley Wealth Advisors, Inc. (Warrenton VA)
VA
02/17/2021 - 07/27/2021
TRUIST INVESTMENT SERVICES, INC. (WARRENTON VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/12/2007 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WARRENTON VA)
VA
02/21/2006 - 08/22/2007
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
MD
02/07/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 06/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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