Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Isobel Coffey smith is a financial advisor with Financial Connections Group, Inc. Jennifer has been in the financial industry since 2004. Jennifer has a Series 6 and Series 7 license as well as a Series 63 license. Jennifer has her Certified Financial Planner designation. Jennifer is registered with the state of California. Jennifer’s office is located in Corte Madera, California.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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
12/05/2013 - Present
Financial Connections Group, Inc. (CORTE MADERA CA)
AZ
06/29/2004 - 05/03/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 07/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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