Unclaimed
Jennifer Brunotts is a registered investment advisor representative at B. Riley Wealth Advisors, Inc. Jennifer has been in the industry since 2005. Jennifer's previous experience includes time at Wells Fargo Advisors, LLC and Prudential Securities Incorporated. Jennifer is licensed in Tennessee and is registered with FINRA. Jennifer has passed the Series 7, Series 31, Series 63, Series 65, Series 66, and SIE exams.
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
TN
06/22/2023 - Present
B. Riley Wealth Advisors, Inc. (Mount Juliet TN)
TN
07/01/2003 - 04/16/2012
WELLS FARGO ADVISORS, LLC (BRENTWOOD TN)
NY
05/20/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 06/22/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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