Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Gist is a financial advisor with Momentum Independent Network Inc. Jennifer is a Registered Representative and Investment Advisor Representative. Jennifer is licensed in Alabama, Arizona, California, Florida, Georgia, Indiana, Michigan, Nevada, North Carolina, Oklahoma, and Texas. Jennifer has been in the financial services industry since June 16, 1997. Jennifer is a Registered Representative and Investment Advisor Representative. Jennifer has a Series 6, 7TO, 26, 63, and 65 license.
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.
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.
12b-1 fees
1
2
TX
09/16/2024 - Present
Momentum Independent Network Inc. (Fort Worth TX)
TX
06/17/1997 - 06/06/2018
PFS INVESTMENTS INC. (FORT WORTH TX)
IA
Issued 11/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/09/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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