Unclaimed
Jennifer Lynn Wade is a financial advisor with Herbert J. Sims & CO, Inc. based in Bloomington, MN. Jennifer has been in the industry since 2008 and has a broad range of experience in the securities field. Jennifer is registered with FINRA and holds licenses including Series 7, Series 50, SIE, and Series 52TO. Jennifer's professional focus is on providing investment advice and managing client assets.
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.
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2
MN
05/02/2023 - Present
Herbert J. Sims & CO, Inc. (BLOOMINGTON MN)
MN
03/21/2008 - 05/09/2023
PIPER SANDLER & CO. (MINNEAPOLIS MN)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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