Unclaimed
Jennifer Lanza Weinstein is an investment advisor representative with Ridgewood Capital Management. Jennifer is registered with the state of California and Pennsylvania. Jennifer obtained her Series 65 license in February 2001. Jennifer has worked in the financial industry since October 2000. Jennifer provides financial planning and portfolio management services to individuals. Ridgewood Capital Management has over $30 million in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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PA
04/12/2001 - Present
Ridgewood Capital Management (WEST CHESTER PA)
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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