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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 Panicker is an investment advisor representative at Mathis Wealth Management. Jennifer is a licensed investment advisor representative with 20 years of experience in the financial services industry. Jennifer is a Series 66, Series 7, and Series 24 licensed professional and offers financial planning services, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Jennifer is also an operations director for Larry Mathis Financial Planning, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consultations
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.
Ref'l fees from 3rd party rias; educational seminars & workshops
1
2
VA
01/09/2024 - Present
Mathis Wealth Management (Springfield VA)
AZ
06/25/2013 - 02/11/2014
COLE CAPITAL CORPORATION (PHOENIX AZ)
AZ
02/25/2008 - 06/21/2013
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
08/31/2007 - 02/22/2008
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
10/05/2006 - 09/25/2007
B. C. ZIEGLER AND COMPANY (SCOTTSDALE AZ)
IL
10/24/2003 - 06/30/2006
AMERIPRISE FINANCIAL SERVICES, INC. (NORTHBROOK IL)
MN
10/24/2003 - 06/30/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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