Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Carter is a registered investment advisor representative with Vanguard Advisers, Inc., a firm based in Malvern, Pennsylvania. Jennifer has been in the industry since 2014 and holds the Series 63, Series 65, Series 7, and SIE licenses. Jennifer has previously been employed with other firms such as E*TRADE SECURITIES LLC, Fidelity Brokerage Services LLC, and USAA Financial Advisors, Inc. Jennifer's current work is with Vanguard Advisers, Inc., and is focused on providing financial planning and portfolio management services.
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
TX
08/11/2022 - Present
Vanguard Advisers, Inc. (PLANO TX)
TX
07/21/2020 - 06/24/2022
E*TRADE SECURITIES LLC (Dallas TX)
TX
05/21/2019 - 02/28/2020
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
TX
04/10/2014 - 10/13/2017
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
IA
Issued 10/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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