Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lane Engelhardt is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jennifer has been in the financial services industry since 2005. Jennifer has experience working with individuals, corporations and charitable organizations. Jennifer is registered with the Securities and Exchange Commission (SEC) and several 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.
1
2
NJ
05/13/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
02/16/2011 - 05/14/2024
WELLS FARGO CLEARING SERVICES, LLC (OAKHURST NJ)
NJ
10/23/2009 - 12/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NJ
11/11/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RED BANK NJ)
BOTH
Issued 06/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Engelhardt is the right advisor for you? Invested Better is here to help.
