Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer O'Brien is an investment advisor representative with Diastole Wealth Management. Jennifer has been in the industry for over 20 years and has experience working with individual investors, high-net-worth individuals, and pooled investment vehicles. She holds a Series 7, Series 63 and Series 65 license. Jennifer O'Brien also has experience in financial planning and portfolio management. She is registered with the state of California, Connecticut, Maine, New Jersey and New York.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
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CT
04/01/2021 - Present
Diastole Wealth Management (GUILFORD CT)
TX
02/16/2012 - 12/31/2013
ETC BROKERAGE SERVICES, LLC (DALLAS TX)
CT
09/01/2006 - 02/03/2012
CCO INVESTMENT SERVICES CORP. (GUILFORD CT)
CT
04/01/2005 - 08/30/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON CT)
MA
10/20/2004 - 04/06/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/29/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/01/2000 - 09/29/2000
QUICK & REILLY, INC. (NEW YORK NY)
MA
01/25/2000 - 09/29/2000
FIS SECURITIES, INC. (BOSTON MA)
MA
03/08/1999 - 09/25/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
PA
07/29/1997 - 01/12/1999
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
IA
Issued 06/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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