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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 Lyn Keiling is an investment advisor representative with Edelman Financial Engines. She has been working in the financial industry since January 2012. Jennifer has experience with a variety of financial institutions, including APW Capital, Inc., EF Legacy Securities, LLC, and Sanders Morris Harris LLC. She holds the Series 63, 65, 7, 11 and SIE licenses and is registered to provide investment advisory services in New Jersey, New York and Texas. Jennifer specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses and charitable organizations.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NJ
06/27/2024 - Present
Edelman Financial Engines (RED BANK NJ)
NJ
09/13/2021 - 07/07/2022
APW CAPITAL, INC. (ROCKAWAY NJ)
NJ
06/18/2019 - 08/20/2021
APW CAPITAL, INC. (ISELIN NJ)
NJ
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (RED BANK NJ)
NJ
06/10/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (RED BANK NJ)
IA
Issued 05/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2013
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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