Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Mackimm Wesley is a financial advisor with over 25 years of experience in the industry. Jennifer has worked for several firms, including WELLS FARGO CLEARING SERVICES, LLC and RBC DAIN RAUSCHER INC. Jennifer is currently registered as a Registered Investment Advisor (RIA) in Minnesota and is associated with &partners, LLC. Jennifer holds several professional licenses and designations, including Series 7, 9, 10, 63, and 66. Jennifer specializes in providing a wide range of financial advisory services to individuals, corporations, 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.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MN
06/10/2024 - Present
&partners (Bloomington MN)
MN
05/27/2003 - 06/14/2024
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
NY
11/09/1998 - 06/11/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BOTH
Issued 05/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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