Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Garver is an investment advisor representative at Wells Fargo Clearing Services, LLC and has been in the industry since July 19, 2000. Jennifer has a strong track record in the financial services industry, with experience at both A. G. EDWARDS & SONS, INC. and Wells Fargo Advisors LLC. Jennifer holds a variety of licenses including Series 7, Series 9, Series 10, Series 63, and Series 65. Jennifer is a licensed investment advisor representative in New York. Jennifer's specializations include investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/05/2024 - Present
Wells Fargo Clearing Services, LLC (ALBANY NY)
MO
07/20/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 01/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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