Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Elwell is a financial professional with over 12 years of experience in the industry. Jennifer is a registered representative with PFS Investments Inc. and has been with the firm since October 2011. Jennifer is licensed in several states, including Maine, Arizona, California, Florida, Nevada, Pennsylvania, and Vermont. She holds the Series 6, Series 63, and Series 26 licenses as well as the SIE certification. Jennifer specializes in providing portfolio management services for 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.
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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2
ME
10/20/2011 - Present
PFS Investments Inc. (BATH ME)
BC
Issued 07/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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