Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Stanek is a financial advisor at UMB Financial Services, Inc.. Jennifer has been in the industry since December 2004 and has a Series 7, Series 63, and SIE. Jennifer is registered in 6 states: California, Illinois, Iowa, Missouri, Utah, and Wisconsin. Jennifer is a dedicated financial advisor who is committed to helping her clients achieve their financial goals. Jennifer specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
12/14/2004 - Present
UMB Financial Services, Inc. (ST. LOUIS MO)
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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