Unclaimed
Jennifer Tibbs is a financial advisor with Wells Fargo Clearing Services, LLC. Jennifer has been in the financial industry for over 25 years and is licensed to provide financial advice in multiple states. Jennifer specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Jennifer is committed to providing her clients with personalized financial advice to help them achieve their goals.
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
CA
11/18/2020 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
02/23/2010 - 09/16/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MERCED CA)
CA
07/30/2001 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (ATWATER CA)
VA
06/24/1999 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
12/20/1996 - 11/29/1997
GLENFED BROKERAGE SERVICES (GLENDALE CA)
BOTH
Issued 11/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1996
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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