Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Brennan is a financial advisor with over 20 years of experience in the financial services industry. Jennifer has held positions at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and is currently with Stratos Wealth Advisors LLC. Jennifer's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting. She is committed to providing her clients with personalized financial guidance and investment solutions.
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.
Percentage of assets under management with third party managers
1
2
MA
09/13/2022 - Present
Stratos Wealth Advisors LLC (Rockland MA)
MA
03/06/2012 - 06/08/2021
UBS FINANCIAL SERVICES INC. (ROCKLAND MA)
MA
05/26/2000 - 02/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLAND MA)
BOTH
Issued 08/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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