Unclaimed
Jennifer Bravo is a registered Investment Advisor Representative with Entrust Financial LLC. Jennifer has been in the financial services industry since 2011 and has a broad range of experience working with clients on their financial goals. Jennifer is also a Certified Financial Planner. Jennifer holds the Series 63, Series 65, Series 7, Series 79, and SIE licenses. Jennifer has worked with individuals, corporations, charitable organizations, and high-net-worth individuals. Jennifer is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/23/2021 - Present
Entrust Financial LLC (WAYNE PA)
PA
03/19/2015 - 08/02/2017
SECURIAN FINANCIAL SERVICES, INC. (MEDIA PA)
NY
01/24/2011 - 07/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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