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 Kasper is a financial advisor with over 25 years of experience in the industry. Jennifer is currently registered with Wells Fargo Clearing Services, LLC in Annapolis, Maryland. Prior to joining Wells Fargo, Jennifer worked as a financial advisor at Morgan Stanley for six years. Jennifer also previously worked at RBC Capital Markets, LLC and Janney Montgomery Scott LLC.
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.
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2
MD
06/16/2022 - Present
Wells Fargo Clearing Services, LLC (ANNAPOLIS MD)
MD
04/08/2016 - 03/15/2022
MORGAN STANLEY (Bethesda MD)
MD
07/10/2007 - 09/03/2014
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
MA
10/27/1994 - 06/27/2007
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
NY
05/13/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
BOTH
Issued 05/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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