Unclaimed
Jennifer Kielczewski is an investment advisor representative at The Westchester Group, LLC. Jennifer has been in the industry since 2005. Jennifer is a registered investment advisor in Ohio. Jennifer has experience working with high net worth individuals and corporations or other businesses.
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.
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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OH
08/24/2018 - Present
THE Westchester Group, LLC (OTTAWA HILLS OH)
OH
11/08/2005 - 01/12/2015
FIFTH THIRD SECURITIES, INC. (TOLEDO OH)
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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