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 Stewart is a financial advisor registered with Edward Jones. Jennifer has been in the financial services industry for over 15 years. Jennifer has a diverse background and has worked with various firms in the past, including INFINEX INVESTMENTS, INC., and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Jennifer specializes in providing financial planning and portfolio management services for individuals, families, and businesses. Jennifer also has experience in pension consulting and selection of other advisors. Jennifer is committed to helping clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MI
10/26/2022 - Present
Edward Jones (SOUTH HAVEN MI)
MI
01/24/2008 - 08/01/2008
INFINEX INVESTMENTS, INC. (HOLLAND MI)
MI
05/06/2004 - 11/26/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOLLAND MI)
BOTH
Issued 10/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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