Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lorenc Mitchell is a registered investment advisor representative with Sandy Cove Advisors, LLC. Jennifer has been in the industry since 1992 and holds Series 3, 7, 31, and 63 securities licenses as well as a Series 65 investment advisor license. Jennifer provides financial planning and portfolio management services to individuals, families, and charitable organizations. Jennifer has prior experience working at Barclays Capital Inc., Lehman Brothers Inc., J.P. Morgan Securities Inc., and Sanford C. Bernstein & Co., Inc.
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.
Advisory consulting, family office and wealth planning
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.
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2
MA
05/14/2021 - Present
Sandy Cove Advisors, LLC (HINGHAM MA)
NY
09/22/2008 - 03/12/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/07/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/01/2001 - 08/23/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/06/1998 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/26/1992 - 05/15/1997
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 02/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2013
Series 3 - National Commodity Futures Examination
BC
Issued 02/05/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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