Unclaimed
Jennifer Jane Seidler is a financial professional with over 25 years of experience in the industry. Currently, Jennifer is a registered representative with Commonfund Securities, Inc., based in San Francisco, California. Prior to this role, Jennifer held positions at various firms including RBC Capital Markets, LLC, Credit Suisse Securities (USA) LLC, Banc Investment Group, LLC, Legg Mason Wood Walker, Incorporated, and Bank of America Securities LLC. Jennifer holds several licenses including Series 3, 7, 24, 31, and 63.
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.
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.
1
2
CA
07/10/2013 - Present
Commonfund Securities, Inc. (SAN FRANCISCO CA)
CA
03/24/2009 - 04/01/2011
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
06/28/2007 - 04/16/2009
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
02/24/2003 - 08/31/2006
BANC INVESTMENT GROUP, LLC (SAN FRANCISCO CA)
MD
06/12/2002 - 02/20/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/12/2000 - 12/31/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
10/01/1998 - 12/31/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
10/06/1993 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
CA
10/06/1993 - 10/06/1993
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BC
Issued 09/06/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2013
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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