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 Specter is a financial professional with over 20 years of experience in the industry. She is currently registered as an Investment Advisor Representative with Schultz Financial Group Inc., where she works in the Reno, NV branch. Previously, Jennifer was registered with Charles Schwab & Co., Inc. in Westlake, TX. Jennifer holds the Series 63, Series 65 and Series 7 licenses. Her specialties include Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NV
07/05/2016 - Present
Schultz Financial Group Inc. (RENO NV)
TX
05/28/1999 - 09/10/2010
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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