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 Tarnoff is a registered Investment Advisor Representative with Envestnet PMC. Jennifer has been in the industry since 2004 and holds a Series 66, Series 7, Series 3, Series 4, Series 24, and Series 53 license. Jennifer has previously been registered with Portfolio Brokerage Services, Inc., BrokersXpress LLC, First Midwest Securities, Inc., and AXA Advisors, LLC. Jennifer specializes in retirement plans, mutual funds, stocks, bonds, and options.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
IL
07/06/2011 - Present
Envestnet PMC (CHICAGO IL)
IL
07/06/2011 - 02/17/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
04/28/2008 - 07/01/2011
BROKERSXPRESS LLC (CHICAGO IL)
IL
08/02/2005 - 04/29/2008
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
NY
07/27/2004 - 08/02/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/28/2005
Series 4 - Registered Options Principal Examination
BC
Issued 09/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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