Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kristin Forsyth is a registered investment advisor representative with Praxess Advisors, LLC. Jennifer has over 10 years of experience in the financial services industry. Jennifer holds the Series 7, Series 63, Series 24, Series 28, and Series 99TO licenses. She is also a Chartered Financial Analyst (CFA). Jennifer has worked for several prominent firms, including UBS Financial Services Inc. and UBS Securities LLC. Currently, Jennifer provides portfolio management for pooled investment vehicles to clients in over 50 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.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
05/08/2024 - Present
Praxess Advisors, LLC (NASHVILLE TN)
NJ
12/02/2014 - 10/08/2015
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CT
05/21/2013 - 12/02/2014
UBS SECURITIES LLC (STAMFORD CT)
BC
Issued 10/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/18/2023
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 02/28/2024
Series 99TO - Operations Professional Examination
BC
Issued 09/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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