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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 Wolfsberg is an investment advisor representative with Centerpoint Advisors, LLC, a Registered Investment Advisor firm located in Needham, MA. Jennifer has been in the industry since 1996 and holds Series 63, 65, 7, 24, 99TO, and SIE licenses. Jennifer has extensive experience in the financial services industry and has a strong track record of providing personalized financial advice to individuals and families. Previously, Jennifer was a financial advisor at Palladium Capital Group, LLC, Arthur W. Wood Company, Inc., Detwiler Fenton & Co., Detwiler Fenton Wealth Management, Inc., and National Securities Corporation. Jennifer is committed to helping clients achieve their financial goals and providing them with the highest level of service.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
08/02/2011 - Present
Centerpoint Advisors, LLC (NEEDHAM MA)
FL
05/18/2021 - 12/31/2023
PALLADIUM CAPITAL GROUP, LLC (VENICE FL)
MA
07/27/2015 - 05/19/2021
WOOD (ARTHUR W.) COMPANY, INC. (Needham MA)
MA
06/04/2015 - 07/30/2015
DETWILER FENTON & CO. (NEEDHAM MA)
MA
12/04/2012 - 05/28/2015
DETWILER FENTON WEALTH MANAGEMENT INC (NEEDHAM MA)
MA
01/27/2006 - 12/07/2012
NATIONAL SECURITIES CORPORATION (NEEDHAM MA)
CT
02/18/2005 - 02/02/2006
ADVEST, INC. (HARTFORD CT)
NY
03/09/2002 - 02/25/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
12/02/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
07/30/1996 - 11/05/1999
HAROLD C. BROWN & CO., INC. (BUFFALO NY)
IA
Issued 09/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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