Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Madsen is a financial professional with over 16 years of experience in the financial services industry. Jennifer is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with WELLS FARGO ADVISORS, LLC, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. Jennifer holds Series 7, Series 63, and Series 65 licenses. Jennifer has a broad range of experience, including portfolio management for individuals and businesses, financial planning, and pension consulting. Jennifer is committed to providing her clients with personalized financial advice and guidance to help them achieve 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
UT
02/12/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT GEORGE UT)
AZ
01/22/2010 - 01/17/2013
WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)
AZ
06/01/2009 - 01/28/2010
MORGAN STANLEY SMITH BARNEY (PHOENIX AZ)
AZ
03/15/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHOENIX AZ)
IA
Issued 07/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jennifer Madsen is the right advisor for you? Invested Better is here to help.
