Unclaimed
Jennifer Gronberg is a financial professional with over 20 years of experience in the financial services industry. Jennifer is currently registered with Fidelity Brokerage Services LLC. Jennifer holds the Series 6, 7 and 63 securities licenses as well as the SIE. Jennifer has previously held positions with CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P., SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. and STATE STREET RESEARCH INVESTMENT SERVICES, INC. Jennifer is licensed to provide investment advice and products in 53 states and the District of Columbia.
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.
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.
1
2
KY
05/02/2014 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
MA
06/23/2000 - 11/12/2001
CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
MA
10/04/1999 - 06/05/2000
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
10/20/1998 - 07/31/1999
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 05/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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