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 Schnalzer is a financial advisor with over six years of experience in the industry. Jennifer is currently registered with Hightower Advisors, LLC and has a branch office location in Chicago, Illinois. Jennifer holds the Series 7 and Series 66 licenses as well as the SIE exam. Jennifer is registered with the following states: California, Connecticut, Florida, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Tennessee, Texas, and Virginia. Jennifer has also worked with Equitable Advisors, LLC and Wells Fargo Clearing Services, LLC in the past. Jennifer specializes in providing financial planning services, portfolio management, and pension consulting. Jennifer works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
01/02/2024 - Present
Hightower Advisors, LLC (Pearl River NY)
NY
08/10/2021 - 01/04/2024
EQUITABLE ADVISORS, LLC (PEARL RIVER NY)
NY
06/10/2016 - 08/12/2021
WELLS FARGO CLEARING SERVICES, LLC (PEARL RIVER NY)
BOTH
Issued 07/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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