Unclaimed
Jennifer Leblanc is a financial advisor with over 28 years of experience in the industry. Jennifer is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since July 2010. Previously, Jennifer was employed by WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., PRIMEVEST FINANCIAL SERVICES, INC., WILLIAMS, BUCHANAN & COMPANY, INC., and SUNAMERICA SECURITIES, INC.. Jennifer is licensed to provide financial advice in 53 states and the District of Columbia. Jennifer holds the Series 3, 7, and 63 licenses, as well as the SIE. Jennifer has expertise in a variety of areas, including financial planning, pension consulting, investment consulting services to institutional clients, and portfolio management for both individuals and businesses. Jennifer is committed to providing her clients with personalized financial advice and guidance.
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.
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2
TX
07/23/2010 - Present
Wells Fargo Advisors Financial Network, LLC (DALLAS TX)
TX
01/01/2008 - 07/23/2010
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
06/05/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DALLAS TX)
FL
09/14/1999 - 05/10/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
01/23/1995 - 08/25/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
TX
02/10/1993 - 08/23/1995
WILLIAMS, BUCHANAN & COMPANY, INC. (DALLAS TX)
AZ
12/04/1992 - 01/04/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 02/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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