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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Nuechterlein is a financial advisor with Fidelity Personal and Workplace Advisors. Jennifer is a registered representative and investment advisor representative. Jennifer has been in the financial services industry since 2006. Jennifer holds a Series 6, Series 7, and Series 63 license. Jennifer is also a registered investment advisor in Michigan and Texas. Jennifer specializes in providing financial advice to individuals, families, and businesses. Fidelity Personal and Workplace Advisors is a financial advisor firm with over $1 billion in assets under management.
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
MI
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ROYAL OAK MI)
MI
01/30/2006 - 04/16/2007
CHASE INVESTMENT SERVICES CORP. (SOUTHFIELD MI)
IA
Issued 09/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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