Unclaimed
Jennifer Hiss is a financial advisor with Rockefeller Financial LLC. Jennifer has been in the financial industry since September 4, 2019. Jennifer is registered to provide investment advice in multiple states including Pennsylvania and Texas. Jennifer's previous experience includes working at BlackRock Investments, LLC.
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.
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.
1
2
PA
07/25/2024 - Present
Rockefeller Financial LLC (Conshohocken PA)
NJ
09/05/2019 - 07/30/2024
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
BOTH
Issued 10/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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