Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Leite is a financial professional with over 5 years of experience in the financial services industry. She is currently registered with Fidelity Personal and Workplace Advisors as a Registered Representative and Investment Advisor Representative. Prior to joining Fidelity, Jennifer worked at Ameriprise Financial Services, LLC and Wells Fargo Clearing Services, LLC. Jennifer holds the Series 6, 7, 9, 10, 63 and 65 licenses, and is registered to provide advisory services in all 50 states, the District of Columbia, and Puerto Rico. Jennifer specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.
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
CT
05/27/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW MILFORD CT)
CT
07/07/2021 - 04/19/2022
AMERIPRISE FINANCIAL SERVICES, LLC (SHELTON CT)
CT
10/04/2017 - 06/24/2021
WELLS FARGO CLEARING SERVICES, LLC (DANBURY CT)
IA
Issued 11/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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