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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Michelle Reed is a financial advisor with over 15 years of experience in the industry. Jennifer is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed in 12 states. Prior to joining Wells Fargo Advisors Financial Network, LLC, Jennifer worked at WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Jennifer holds several industry certifications including the Series 66, Series 7, Series 10, Series 9, Series 31, and SIE. Jennifer specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for both individuals and businesses.
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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2
TX
05/22/2019 - Present
Wells Fargo Advisors Financial Network, LLC (MIDLAND TX)
TX
10/31/2008 - 05/22/2019
WELLS FARGO CLEARING SERVICES, LLC (MIDLAND TX)
TX
05/04/2004 - 11/18/2008
CITIGROUP GLOBAL MARKETS INC. (MIDLAND TX)
BOTH
Issued 09/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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