Unclaimed
Jennifer Medlin is a registered representative with Fifth Third Securities, Inc. Jennifer has been in the industry since May 2016 and has a Series 7 and Series 63 license, as well as the SIE exam. Jennifer is registered to provide investment advice in 12 states. Previously, Jennifer worked as a registered representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Scottrade, Inc. Jennifer also has experience at PNC Bank and Bank of America, N.A. Jennifer's current office location is in Fort Wayne, Indiana.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
1
2
IN
02/27/2020 - Present
Fifth Third Securities, Inc. (FORT WAYNE IN)
IN
06/08/2018 - 02/25/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WAYNE IN)
IN
02/18/2016 - 03/09/2018
SCOTTRADE, INC. (FT. WAYNE IN)
IA
Issued 8/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Medlin is the right advisor for you? Invested Better is here to help.