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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 McCann is a financial advisor with Fidelity Personal and Workplace Advisors. Jennifer has been in the financial services industry since 2016. Jennifer is a registered representative with FINRA and is licensed in 54 states. Jennifer is also a Registered Investment Advisor. Jennifer has worked at Fidelity Personal and Workplace Advisors since July 2018. Jennifer has also previously worked at Fidelity Brokerage Services LLC and Humana. Jennifer has a strong track record of providing financial advice to individuals, families, and businesses. Jennifer is committed to helping her clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 09/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/17/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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