Unclaimed
Jennifer Kandler is a financial advisor with over 25 years of experience in the financial services industry. Jennifer currently works at SEI Investments Distribution Co. Jennifer was registered with T. Rowe Price Investment Services, Inc., PaineWebber Incorporated, Legg Mason Wood Walker, Incorporated, and Planco Financial Services, Inc. before joining SEI Investments Distribution Co.. Jennifer holds Series 6, 7, 24, 63, and SIE licenses and is registered in 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.
1
2
PA
11/04/2003 - Present
SEI Investments Distribution Co. (OAKS PA)
MD
06/25/1997 - 09/19/2001
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NJ
08/27/1996 - 12/20/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MD
05/12/1995 - 12/22/1995
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
CT
06/28/1993 - 03/14/1995
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 07/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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