Unclaimed
Jennifer Banks is a financial professional with experience in the industry. Jennifer is currently registered with National Financial Services LLC. Prior to joining National Financial Services LLC, Jennifer was employed by Fidelity Brokerage Services LLC. Jennifer holds the Series 7TO, Series 63 and SIE licenses. Jennifer has been in the industry since 2021.
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.
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.
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2
MA
01/30/2024 - Present
National Financial Services LLC (BOSTON MA)
NH
02/24/2021 - 08/10/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 03/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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