Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ormond is a financial advisor at Stifel, Nicolaus & Company, Inc. in York, PA. Jennifer has been in the financial industry since 2001. Jennifer has a wide range of experience in the industry. Jennifer is licensed in multiple states to offer investment advice. Jennifer holds a Series 7 and Series 66 license as well as the Securities Industry Essentials Exam. Jennifer's specializations include retirement planning, mutual funds, variable life insurance, fixed life insurance, and college savings. Jennifer is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
PA
03/14/2020 - Present
Stifel, Nicolaus & Company, Inc. (YORK PA)
PA
08/03/2006 - 07/10/2007
RYAN BECK & CO. (YORK PA)
PA
02/21/2006 - 08/15/2006
CITIGROUP GLOBAL MARKETS INC. (YORK PA)
MD
01/29/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
PA
01/25/2001 - 01/28/2002
INVESMART SECURITIES, LLC (PITTSBURGH PA)
BOTH
Issued 12/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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