Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Nelson is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Jennifer is currently associated with Wells Fargo Clearing Services, LLC, and provides investment consulting services to institutional clients. Previously, Jennifer was associated with Blackrock Investments, LLC and Franklin/Templeton Distributors, Inc.. Jennifer holds Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Jennifer has been registered with the Securities and Exchange Commission (SEC) since 1996 and holds registrations in 19 states.
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.
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2
CA
01/17/2017 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
NY
02/09/2007 - 06/15/2011
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
CA
10/31/1997 - 01/24/2007
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
11/27/1996 - 07/10/1997
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 10/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1996
Series 6 - Investment Company Products/Variable Contracts 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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