Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Boles is a financial professional with over 15 years of experience in the industry. Jennifer is currently registered with Fidelity Brokerage Services LLC and is licensed in all 50 states. Jennifer holds the Series 66, Series 7, and SIE licenses. Jennifer was previously registered with Raymond James Financial Services, Inc. and Wells Fargo Advisors, LLC.
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.
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.
1
2
NC
04/01/2024 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
KY
11/02/2009 - 08/03/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Crestview Hills KY)
NC
02/12/2008 - 11/03/2009
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 09/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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