Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Duncan is a financial advisor with Edward Jones. Jennifer has been in the financial industry for over 20 years and has experience working with clients of all types. Her focus is on providing personalized financial advice and guidance to help individuals achieve their financial goals. Jennifer is dedicated to building long-term relationships with her clients and helping them navigate the complexities of the financial markets. She holds the Series 6, 7, 63, 66, and SIE licenses. Jennifer has a strong understanding of the investment landscape and is committed to helping her clients make informed decisions about their financial future.
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.
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.
See schedule d - miscellaneous
1
2
VA
11/21/2022 - Present
Edward Jones (NORFOLK VA)
GA
09/24/2021 - 10/26/2022
SAN BLAS SECURITIES LLC (ATLANTA GA)
VA
06/18/2007 - 10/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
VA
02/21/2006 - 05/18/2007
CITIGROUP GLOBAL MARKETS INC. (VIRGINIA BEACH VA)
MD
05/15/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 08/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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