Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ivey is a financial advisor currently registered with Wells Fargo Clearing Services, LLC and has been in the industry since June 9, 2000. Jennifer has experience with various financial products and services, including investment consulting, portfolio management, and financial planning. Jennifer has also worked with several other firms, including Raymond James Financial Services, Inc., and Prudential Securities Incorporated.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/15/2007 - Present
Wells Fargo Clearing Services, LLC (MYRTLE BEACH SC)
SC
11/02/2001 - 03/08/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (MYRTLE BEACH SC)
NY
09/19/2000 - 11/08/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
05/02/2000 - 08/15/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 05/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2005
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 05/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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