Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Leigh Napple is a financial advisor with over 20 years of experience in the financial services industry. Jennifer Napple is currently registered with Wells Fargo Clearing Services, LLC and has a branch office in Walnut Creek, California. Jennifer Napple is also registered in South Carolina and Texas, providing investment advisory services in those states as well. Jennifer Napple has a strong track record of providing comprehensive financial planning and investment management services to individual and institutional clients. Jennifer Napple has held prior positions with Fidelity Brokerage Services LLC, Quasar Distributors, LLC, Deutsche Bank Securities Inc., C.E. Unterberg, Towbin (A California Limited Partnership) and Banc of America Securities LLC.
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.
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2
CA
08/07/2020 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
05/07/2010 - 03/27/2013
FIDELITY BROKERAGE SERVICES LLC (WALNUT CREEK CA)
ME
02/10/2005 - 06/12/2009
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
09/16/2002 - 01/27/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/06/2001 - 09/16/2002
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)
NY
04/18/2001 - 08/20/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 11/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2001
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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