Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Joan Dehart is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Jennifer has been in the securities industry since April 2004. Jennifer is registered with FINRA and has a Series 66, Series 10, Series 9, SIE, and Series 7 license. Jennifer has a current employment with Fidelity Personal And Workplace Advisors, based out of their Jacksonville, Florida office. Jennifer also serves as a Board Member at large for the Plantation Oaks HOA. Jennifer is a well-rounded professional with a deep understanding of the financial services industry and a commitment to helping clients achieve their financial goals.
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.
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
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 06/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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