Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Chadwell is an investment advisor representative with Fidelity Personal And Workplace Advisors, registered with FINRA and the state of Indiana. Jennifer has been in the financial services industry since 2002. She has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, The Huntington Investment Company, CETERA Investment Services LLC and VALIC Financial Advisors, Inc. Jennifer holds Series 6, 7, 63, and 66 licenses. Jennifer Chadwell provides financial planning and investment advisory services to individuals, businesses, and institutions.
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.
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.
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2
KY
11/03/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
IN
09/25/2020 - 09/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ZIONSVILLE IN)
IN
12/04/2015 - 09/22/2020
THE HUNTINGTON INVESTMENT COMPANY (WEST LAFAYETTE IN)
IN
04/06/2015 - 08/14/2015
CETERA INVESTMENT SERVICES LLC (FRANKFORT IN)
IN
02/03/2014 - 04/16/2015
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
IN
06/02/2011 - 01/31/2014
THE HUNTINGTON INVESTMENT COMPANY (LAFAYETTE IN)
IN
02/05/2007 - 04/28/2011
FIFTH THIRD SECURITIES, INC. (LAFAYETTE IN)
IN
05/10/2006 - 01/23/2007
VALIC FINANCIAL ADVISORS, INC. (CRAWFORDSVILLE IN)
IN
05/19/2004 - 05/04/2006
FIFTH THIRD SECURITIES, INC. (WEST LAFAYETTE IN)
IL
06/11/2001 - 04/07/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 01/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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