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 Schols has been in the financial industry since 1996 and is currently registered with Raymond James & Associates, Inc. in Chicago, Illinois. Jennifer has a diverse background in financial services, having previously worked with Howe Barnes Hoefler & Arnett, Inc. and First Union Securities, Inc. Jennifer holds Series 7, 63, and 65 licenses. Jennifer specializes in providing a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
04/06/2011 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
06/13/2000 - 08/01/2011
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
MO
06/07/1996 - 06/22/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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