Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Wappaus is a financial advisor with RBC Capital Markets, LLC. Jennifer has been in the financial services industry since January 16, 2009 and holds Series 7, 63, and 65 licenses. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional. Jennifer's previous experience includes roles with LARA, SHULL & MAY, LLC and CITIGROUP GLOBAL MARKETS INC. Jennifer is registered with the following states: California, Colorado, District of Columbia, Florida, Maryland, New York, Ohio, Texas, and Virginia. Jennifer specializes in providing financial planning and investment advice to a wide range of clients, including individuals, businesses, and institutions. Jennifer is a member of the Old Dominion National Bank (ODNB) Advisory Board, the Association of Corporate Growth (ACG), and the Haystack Project. Jennifer also coaches girls lacrosse for Wolf Pack Lax, LLC and The St James.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/22/2020 - Present
RBC Capital Markets, LLC (Vienna VA)
VA
06/01/2009 - 07/06/2010
LARA, SHULL & MAY, LLC (FALLS CHURCH VA)
MD
12/17/2008 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
BC
Issued 09/17/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jennifer Wappaus is the right advisor for you? Invested Better is here to help.
