Unclaimed
Jennifer Michelle Vo is a financial advisor at Vanguard Advisers, Inc. Jennifer has been in the financial industry since 2013. Jennifer holds the Series 6, 7TO, and 63 licenses. She is also a Certified Financial Planner. Jennifer has a branch office location in Scottsdale, Arizona. Jennifer works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jennifer provides a range of financial advisory services, including financial planning, portfolio management, and selection of other advisors. Jennifer is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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2
AZ
10/27/2022 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BC
Issued 05/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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