Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kantowski is a financial advisor at Wells Fargo Clearing Services, LLC. Jennifer has been in the financial services industry since 2016. Jennifer is registered with the state of Virginia and holds the Series 6, 7, 63 and 66 licenses. Jennifer is an active member of the financial industry, and she has provided financial advice to clients in Virginia, Maryland, and the District of Columbia. Jennifer's primary focus is on providing investment advice to individual investors. Jennifer also provides financial planning services to individuals, businesses, and retirement plans.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
12/03/2018 - Present
Wells Fargo Clearing Services, LLC (NORFOLK VA)
BOTH
Issued 12/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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