Unclaimed
Jennifer Leigh Howard is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jennifer has been in the industry since December 26, 2000. Prior to joining Wells Fargo Clearing Services, LLC, Jennifer was registered with PNC INVESTMENTS from September 27, 2005 to January 6, 2016. Jennifer has a Series 66 license and has also passed the Series 7 and SIE exams. Jennifer has 26 state licenses and is currently registered in Pennsylvania and Texas. Jennifer's specializations include investments in stocks, bonds, mutual funds, variable annuities, and options. Jennifer is also able to provide financial planning, pension consulting, and investment consulting services to 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
PA
07/14/2022 - Present
Wells Fargo Clearing Services, LLC (ERIE PA)
PA
09/27/2005 - 01/06/2016
PNC INVESTMENTS (ERIE PA)
PA
01/01/2004 - 09/21/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
11/12/2001 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
OH
12/22/2000 - 11/14/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 12/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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