Unclaimed
Jennifer Marie Stoller is a financial advisor who has been in the industry since January 15, 2012. Jennifer is currently registered with Empower Advisory Group, LLC, which is based in Greenwood Village, Colorado. Jennifer has been with Empower Advisory Group, LLC, since February 19, 2019. Jennifer was previously employed by Fidelity Brokerage Services LLC in Merrimack, New Hampshire. Jennifer specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Jennifer holds the Series 6, 7, 9, 10, 63 and 66 licenses. Jennifer also holds the SIE certification. Jennifer offers financial planning and portfolio management services.
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.
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.
1
2
CO
02/19/2019 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NH
01/01/2013 - 01/20/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
01/01/2008 - 05/01/2008
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
04/06/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
BOTH
Issued 07/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/18/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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