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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 Cute is a financial advisor currently working with TD Private Client Wealth LLC. Jennifer has a broad range of experience in the financial industry, having been in the business since 2010. Jennifer is licensed to offer financial advice in Arizona, California, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Jennifer specializes in a wide array of financial services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jennifer holds the Chartered Financial Analyst designation and has passed the Series 63, Series 8, Series 24, Series 7 and SIE exams. Jennifer's most recent employment history includes working with Hourglass Asset Management, Inc., Regions Financial Corporation, and TD Bank N.A.
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/04/2018 - Present
TD Private Client Wealth LLC (Charlotte NC)
CT
02/02/1997 - 01/16/1998
ADVEST, INC. (HARTFORD CT)
MA
08/23/1996 - 09/10/1996
NEPC, INC. (CAMBRIDGE MA)
MO
10/27/1993 - 10/17/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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