Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lyssy is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Jennifer has been in the financial industry since 1999. Jennifer holds Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Jennifer has experience in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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
TX
06/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SAN ANTONIO TX)
TX
10/08/2010 - 06/09/2023
WELLS FARGO CLEARING SERVICES, LLC (MCALLEN TX)
TX
01/01/2010 - 07/06/2010
UBS FINANCIAL SERVICES INC. (MCALLEN TX)
TX
08/14/2002 - 01/01/2010
UBS INTERNATIONAL INC. (MCALLEN TX)
TX
08/21/2001 - 07/29/2002
TSB SECURITIES, INC. (MCALLEN TX)
NJ
12/22/1998 - 08/24/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 12/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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