Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Michelle Ray is a financial advisor based in Cartersville, GA. She has been working in the financial services industry since September 16, 2007 and is currently employed at Wells Fargo Clearing Services, LLC. Jennifer has a strong background in securities, having earned her Series 6, 7, and 63 licenses, and has extensive experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Jennifer is dedicated to providing personalized financial advice and strategies to help her clients reach 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.
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.
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GA
04/14/2009 - Present
Wells Fargo Clearing Services, LLC (CARTERSVILLE GA)
GA
10/16/2002 - 05/12/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BC
Issued 04/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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