Unclaimed
Jennifer Miller is a financial advisor who has been in the industry for over 5 years. Jennifer is currently registered with Benjamin F. Edwards & Company, Inc., located in CLAYTON, MO. Jennifer is also registered in 42 states and has Series 7, Series 63, and SIE licenses. Jennifer has experience working at several firms, including PURSHE KAPLAN STERLING INVESTMENTS, OPPENHEIMER & CO. INC., and WELLS FARGO CLEARING SERVICES, LLC. Jennifer specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to 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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MO
10/17/2022 - Present
Benjamin F. Edwards & Company, Inc. (CLAYTON MO)
IL
02/14/2022 - 10/11/2022
PURSHE KAPLAN STERLING INVESTMENTS (SWANSEA IL)
IL
10/31/2019 - 01/14/2022
OPPENHEIMER & CO. INC. (ALTON IL)
MO
09/12/2017 - 10/18/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BC
Issued 11/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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