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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 Winslow is a financial advisor with over 13 years of experience in the financial services industry. Jennifer has worked at Harbor Investment Advisory, LLC since 2017. Prior to that, Jennifer worked at Morgan Stanley, Citigroup Global Markets Inc. and Citicorp Investment Services. Jennifer is registered in 28 states and holds Series 3, 6, 7, 31 and SIE licenses. Jennifer is also a Certified Financial Planner. Jennifer specializes in providing financial planning, portfolio management for businesses and individuals and selection of other advisors. Jennifer's current firm, Harbor Investment Advisory, LLC provides advisory services for individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.
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.
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
MD
07/28/2017 - Present
Harbor Investment Advisory, LLC (Lutherville MD)
MD
06/01/2009 - 07/31/2017
MORGAN STANLEY (LUTHERVILLE MD)
MD
06/13/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
MD
08/02/2004 - 05/07/2007
CITICORP INVESTMENT SERVICES (LAUREL MD)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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