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 Ruppert is a financial advisor who has been in the industry since October 16, 2011. Currently, Jennifer is registered with Northwest Financial Advisors LLC. Jennifer has held previous positions with EF Legacy Securities, LLC, Sanders Morris Harris LLC, Wells Fargo Advisors, LLC, PNC Investments, and National Planning Corporation. Jennifer is licensed in Virginia and holds the Series 7 and Series 66 securities licenses as well as the SIE license. Jennifer specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Jennifer is associated with Northwest Financial Advisors, LLC, which is an independent investment advisor firm.
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.
A percentage of the total value of assets under management is charged.
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VA
09/23/2019 - Present
Northwest Financial Advisors LLC (HERNDON VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
12/18/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
04/17/2014 - 01/21/2015
WELLS FARGO ADVISORS, LLC (LORTON VA)
PA
12/19/2012 - 01/02/2014
PNC INVESTMENTS (HERSHEY PA)
PA
07/15/2010 - 12/04/2012
NATIONAL PLANNING CORPORATION (HARRISBURG PA)
BOTH
Issued 08/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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