Unclaimed
Jennifer Slowikowski is a financial advisor with over 18 years of experience in the industry. Jennifer is a Certified Financial Planner and currently works for Fidelity Personal and Workplace Advisors. Jennifer has been registered with the Securities and Exchange Commission (SEC) since 2004. In addition to her current registrations, Jennifer has also held previous registrations with Fidelity Brokerage Services LLC. Jennifer has a wide range of experience and expertise, and she is dedicated to providing her clients with personalized financial advice.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NH
11/18/2004 - 04/04/2014
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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