Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Marie Fulop is a registered representative with Osaic Wealth, Inc. Jennifer is a dedicated professional with a proven track record in the financial services industry. Jennifer holds the Series 6, Series 7 and SIE licenses and is committed to providing personalized financial advice to help individuals and families achieve their financial goals. With a focus on financial planning and portfolio management, Jennifer is dedicated to helping clients build a strong financial foundation for the future. Jennifer's expertise includes portfolio management for both individuals and businesses, as well as pension consulting and financial planning. Jennifer's goal is to provide clients with a comprehensive understanding of their financial options and create a customized plan to meet their unique needs.
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.
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2
OH
08/08/2022 - Present
Osaic Wealth, Inc. (MAUMEE OH)
BC
Issued 05/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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