Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Metcalf is a financial advisor at Fidelity Personal And Workplace Advisors, based in Monterey, CA. Jennifer has been working in the financial industry since 2002. Jennifer has earned the Certified Financial Planner designation and holds the following licenses: Series 6, Series 7, Series 63, and Series 66. She is registered to provide investment advisory services in California and Texas. Jennifer's previous experience includes working at RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Signator Investors, Inc.
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.
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.
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
CA
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (MONTEREY CA)
CA
03/19/2018 - 04/28/2021
RBC CAPITAL MARKETS, LLC (MONTEREY CA)
CA
06/19/2014 - 03/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)
CA
07/08/2009 - 09/30/2009
SIGNATOR INVESTORS, INC. (WALNUT CREEK CA)
PA
09/03/2004 - 03/10/2009
SIGNATOR INVESTORS, INC. (PITTSBURGH PA)
MA
12/11/2002 - 04/08/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/11/2002 - 04/08/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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