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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Leigh Sellwood is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Jennifer has been in the financial services industry since 2011 and has experience with various financial products. Jennifer is licensed in several states and holds the Series 66, Series 7, and SIE exams. Jennifer has worked for Fidelity since 2013. Prior to joining Fidelity, Jennifer worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Thrivent Investment Management Inc. Jennifer is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
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
MA
10/18/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
ME
09/13/2012 - 11/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
CO
10/06/2008 - 02/22/2010
THRIVENT INVESTMENT MANAGEMENT INC. (LOVELAND CO)
BOTH
Issued 11/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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