Unclaimed
Jennifer Rahn is an investment advisor representative currently registered with Fifth Third Wealth Advisors LLC. Jennifer has been in the industry for over 25 years and has a Series 63 and 65 license. She has a background in financial planning and portfolio management for both individuals and businesses. Jennifer is also a member of the Blackstock Grant Committee for KDO, a non-profit organization located in Springfield, Illinois. Prior to joining Fifth Third Wealth Advisors LLC, Jennifer worked as a financial advisor for U.S. Bank, NA. Jennifer's current registrations include Illinois, Ohio, and Texas.
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.
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
01/03/2024 - Present
Fifth Third Wealth Advisors LLC (CINCINNATI OH)
IL
06/02/1998 - 10/13/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 06/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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