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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Marie Round is a financial advisor with Natixis Advisors, LLC. Jennifer has been in the financial services industry since 2000 and has a wide range of experience in various areas, including portfolio management, investment advisory, and securities. Jennifer has a strong track record of success in assisting clients with their financial goals. Jennifer is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Personal Financial Advisors (NAPFA). Jennifer is dedicated to providing her clients with personalized financial advice and investment strategies. Jennifer is committed to building long-term relationships with her clients and helping them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
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2
MA
10/02/2019 - Present
Natixis Advisors, LLC (BOSTON MA)
NY
08/30/2016 - 09/24/2019
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
12/24/2014 - 03/23/2016
REALTY CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
11/19/2010 - 12/16/2014
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
MA
07/18/2005 - 11/07/2005
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
08/04/2000 - 07/18/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
06/23/2005 - 07/13/2005
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
IA
Issued 07/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/09/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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