Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Katz is a financial advisor with Sutter Securities Inc. Jennifer has been in the industry since May 1, 2009 and has been registered in California since May 29, 2024. Jennifer has experience at several firms including Bourstead Securities, LLC and R.J. Steichen & Company.
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.
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2
CA
05/29/2024 - Present
Sutter Securities Inc. (IRVINE CA)
CA
03/25/2021 - 09/30/2022
SUTTER SECURITIES INCORPORATED (IRVINE CA)
CA
08/11/2020 - 09/30/2022
BOUSTEAD SECURITIES, LLC (IRVINE CA)
MN
06/27/1997 - 12/02/1999
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
MN
04/30/1997 - 07/01/1997
EQUITY SECURITIES INVESTMENTS, INC. (GOLDEN VALLEY MN)
NA
03/06/1989 - 04/30/1997
EQUITY SECURITIES TRADING CO., INC. (VANCOUVER )
NA
09/27/1988 - 03/18/1989
INVESTMENT CONCEPTS, INC.
NA
02/01/1988 - 10/05/1988
OBERWEIS SECURITIES, INC.
NA
12/26/1986 - 02/01/1988
ENGLER-BUDD & COMPANY INC.
BC
Issued 08/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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