Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kirchner is a financial advisor at Wells Fargo Clearing Services, LLC. Jennifer has been in the financial services industry since May 2010, and is currently registered in California, New York and Texas. Jennifer is registered with Wells Fargo Clearing Services, LLC. Jennifer specializes in providing financial advice to individuals and businesses. Jennifer is also registered as an Investment Advisor Representative in California, New York, and Texas.
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
NY
03/29/2011 - Present
Wells Fargo Clearing Services, LLC (BABYLON NY)
NY
05/11/2010 - 03/08/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
BOTH
Issued 07/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
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
Not sure Jennifer Kirchner is the right advisor for you? Invested Better is here to help.
