Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Steil-palma is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jennifer is a registered representative with over 17 years of experience in the financial services industry. Jennifer has been with Wells Fargo Clearing Services, LLC since April 2021, prior to that Jennifer was a financial advisor with BMO Harris Financial Advisors, Inc. from July 2016 to April 2021 and was previously with Morgan Stanley from June 2009 to July 2016. Jennifer specializes in providing financial planning, portfolio management for individuals and businesses, 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
WI
04/01/2021 - Present
Wells Fargo Clearing Services, LLC (WAUKESHA WI)
WI
07/11/2016 - 04/06/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
06/01/2009 - 07/27/2016
MORGAN STANLEY (MILWAUKEE WI)
CA
09/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
05/23/2008 - 09/26/2008
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
03/14/2007 - 05/16/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 04/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2024
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jennifer Steil-palma is the right advisor for you? Invested Better is here to help.
