Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynne Chatterton is a registered investment advisor representative with B. Riley Wealth Advisors, Inc. Jennifer has been in the industry for nearly two decades, having worked with Morgan Stanley Smith Barney, Morgan Keegan & Company, Inc., and Amsouth Investment Services, Inc. before joining B. Riley Wealth Advisors, Inc. She is a Series 6, 7, 66, and SIE licensed professional. Jennifer has extensive experience in providing financial planning and portfolio management services to individuals and businesses. She has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Jennifer has a strong commitment to providing her clients with personalized service and helping them achieve their financial goals. Jennifer is a member of the Grace Christian School Board, the Ocala Women's Network, and the Marion County Youth Football League.
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.
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.
1
2
FL
08/22/2022 - Present
B. Riley Wealth Advisors, Inc. (Ocala FL)
FL
10/28/2011 - 04/11/2012
MORGAN STANLEY SMITH BARNEY (THE VILLAGES FL)
FL
02/13/2007 - 10/31/2011
MORGAN KEEGAN & COMPANY, INC. (OCALA FL)
FL
05/05/2004 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (DUNNELLON FL)
BOTH
Issued 01/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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