Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lee Ross is a financial advisor with Wells Fargo Advisors Financial Network, LLC, having over 23 years of experience in the financial industry. Jennifer is registered with FINRA as a registered representative and is also registered with the state of Ohio as an investment advisor representative. Jennifer has been active in the financial services industry since 1999 and has a strong track record of providing financial advice to clients of all backgrounds. She holds several industry licenses and certifications, including the Series 66 and the Series 7. Jennifer focuses on providing individualized financial planning, portfolio management and investment consulting to both individual and institutional clients.
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
OH
01/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (AKRON OH)
OH
03/26/2013 - 01/09/2023
WELLS FARGO CLEARING SERVICES, LLC (AKRON OH)
OH
10/13/2006 - 01/09/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FAIRLAWN OH)
OH
08/07/2000 - 11/10/2006
ROBERT W. BAIRD & CO. INCORPORATED (AKRON OH)
OH
12/02/1998 - 09/01/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 04/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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