Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jean Batch is a financial advisor with Osaic Wealth, Inc., a firm with a large presence in the financial services industry. Jennifer is licensed to provide investment advisory services in Ohio. She has been in the industry since April 2006 and holds a Series 6, Series 6TO, and Series 63 license. Her career has focused on providing individual investors and high net worth individuals with financial planning, portfolio management, and pension consulting services. She currently operates from the Osaic Wealth, Inc. branch office in Maumee, Ohio.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
OH
03/03/2023 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
04/10/2006 - 05/01/2008
HARBOR FUNDS DISTRIBUTORS, INC. (TOLEDO OH)
BC
Issued 07/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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