Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lyn Lattanzio has been in the financial industry since October 19, 2004. Jennifer Lyn Lattanzio is currently registered with Fortune Financial Services, Inc. and is located in MONACA, Pennsylvania. Jennifer Lyn Lattanzio has passed the Series 66, Series 24, SIE and Series 7 exams. Prior to her current role, Jennifer Lyn Lattanzio was employed by Berthel, Fisher & Company Financial Services, Inc., SA Stone Wealth Management Inc., WRP INVESTMENTS, INC., The Huntington Investment Company, CCO Investment Services Corp., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, McDonald Investments Inc. and A. G. Edwards & Sons, Inc. Jennifer Lyn Lattanzio is registered in Ohio and Pennsylvania.
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.
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.
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2
PA
08/09/2022 - Present
Fortune Financial Services, Inc. (MONACA PA)
OH
10/04/2019 - 05/31/2022
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (BOARDMAN OH)
OH
11/08/2018 - 03/11/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Canfield OH)
OH
10/16/2014 - 07/26/2018
SA STONE WEALTH MANAGEMENT INC. (YOUNGSTOWN OH)
OH
06/11/2013 - 10/10/2014
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
OH
05/20/2011 - 09/07/2012
THE HUNTINGTON INVESTMENT COMPANY (YOUNGSTOWN OH)
OH
11/01/2007 - 03/02/2010
CCO INVESTMENT SERVICES CORP. (LOUISVILLE OH)
OH
07/06/2005 - 10/22/2007
CHASE INVESTMENT SERVICES CORP. (WARREN OH)
IL
09/29/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
06/11/2001 - 01/08/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
12/01/2000 - 04/27/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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