Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lillian Altemus is a registered representative with Fidelity Personal and Workplace Advisors. Jennifer has been in the financial industry since 2015. Jennifer has a Series 6, 7, 63, and 65 securities license. Jennifer has experience with Wells Fargo Clearing Services, LLC, TD Ameritrade, Inc., and VALIC Financial Advisors, Inc. Jennifer specializes in providing financial planning, portfolio management, and educational seminars.
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
TX
08/26/2022 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
03/10/2021 - 08/10/2022
WELLS FARGO CLEARING SERVICES, LLC (KATY TX)
TX
04/06/2018 - 01/11/2021
TD AMERITRADE, INC. (HOUSTON TX)
TX
03/11/2015 - 04/05/2018
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 07/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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