Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kuanoni is an Investment Advisor Representative who has been in the industry since November 2012. Jennifer is currently registered with Wells Fargo Clearing Services, LLC in Honolulu, HI, and has held previous positions with Morgan Stanley and Wells Fargo Clearing Services, LLC. Jennifer holds the Series 66, Series 7, and SIE licenses. Jennifer specializes in financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients. Jennifer is also a Notary Public in Honolulu, HI.
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.
1
2
HI
07/09/2019 - Present
Wells Fargo Clearing Services, LLC (HONOLULU HI)
HI
05/31/2018 - 07/08/2019
MORGAN STANLEY (HONOLULU HI)
HI
10/26/2012 - 05/23/2018
WELLS FARGO CLEARING SERVICES, LLC (HONOLULU HI)
BOTH
Issued 08/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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