Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Sheldon is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Arvada, Colorado. Jennifer has been in the industry since 2008 and is registered with the state of Colorado and Texas. Jennifer has a broad range of experience in the financial services industry and has been recognized for her commitment to client service. She is a strong advocate for her clients and strives to provide them with the best possible financial advice. Jennifer is dedicated to helping her clients achieve their financial goals. Jennifer holds a Series 7, Series 9, Series 10, and Series 66 license and is a registered representative of Raymond James Financial Services Advisors, Inc. She has a strong understanding of the financial markets and is committed to providing her clients with sound investment advice. Jennifer is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
02/21/2018 - Present
Raymond James Financial Services Advisors, Inc. (ARVADa CO)
CO
07/21/2008 - 10/25/2016
EDWARD JONES (ARVADA CO)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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