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 Gunn is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Jennifer has been in the financial services industry since 2006. Jennifer is registered with the state of Texas as an investment advisor representative. Jennifer also holds the Series 63, 66 and 7TO licenses. Jennifer holds a SIE certification. Jennifer has been employed by Fidelity Investments since January 2023. Jennifer has experience working at First Federal Community Bank, SSB and Guaranty Bank & Trust, N.A. Jennifer is located in Westlake, TX and works out of the Westlake branch office. Fidelity Personal and Workplace Advisors is a registered investment advisor with approximately $1 billion to $10 billion in assets under management. Fidelity Personal and Workplace Advisors has over 1991043 accounts under management. Fidelity Personal and Workplace Advisors offers financial planning services, portfolio management services, and educational seminars.
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.
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.
1
2
TX
04/04/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 3/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/8/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 4/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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