Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Owens-ornellas is a financial advisor with over 30 years of experience in the industry. Jennifer is currently registered with Wells Fargo Clearing Services, LLC and has been with them since February 2016. Prior to that, Jennifer worked for Credit Suisse Securities (USA) LLC for 15 years and Donaldson, Lufkin & Jenrette Securities Corporation for 12 years. Jennifer is a Series 7 and Series 63 licensed representative. Jennifer specializes in working with individuals, high-net-worth individuals, corporations, and other 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
CA
02/04/2016 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
CA
11/03/2000 - 03/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
NJ
11/23/1990 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
CA
05/04/1989 - 11/06/1990
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NY
10/18/1988 - 05/16/1989
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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