Unclaimed
Jennifer Lea Grunberg is a registered representative with Allspring Funds Management, LLC. Jennifer has been in the industry since May 3, 2003. She has been with the firm since November 2022. Jennifer is registered in Connecticut as a Registered Representative and Investment Advisor Representative. She holds the Series 7, 24, 66, 99TO and SIE licenses. Jennifer's previous experience includes positions with Schroder Fund Advisors LLC, FAM Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
12/06/2022 - Present
Allspring Funds Management, LLC (New York NY)
CT
08/10/2018 - 01/12/2022
FRANKLIN DISTRIBUTORS, LLC (STAMFORD CT)
NY
05/30/2007 - 06/25/2018
SCHRODER FUND ADVISORS LLC (NEW YORK NY)
NY
12/12/2003 - 12/16/2005
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
11/14/2000 - 12/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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