Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Shulman is a financial advisor with Wells Fargo Clearing Services, LLC. Jennifer is licensed to provide financial advice in both Illinois and Texas. Jennifer has been in the financial industry for over 20 years, and she has a broad range of experience in portfolio management, financial planning, and investment consulting. Jennifer's prior experience includes roles at AXA Advisors, LLC and RBC Dain Rauscher Inc. Jennifer also has a strong understanding of various investment products, including stocks, bonds, mutual funds, and exchange-traded funds. Jennifer is dedicated to providing her clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/28/2018 - Present
Wells Fargo Clearing Services, LLC (SCHAUMBURG IL)
IL
07/13/2017 - 01/23/2018
AXA ADVISORS, LLC (DEERFIELD IL)
NY
03/02/1998 - 06/20/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
09/10/1992 - 03/02/1998
DAIN RAUSCHER INCORPORATED
BOTH
Issued 10/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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