Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Nichols is a financial advisor with Raymond James Financial Services Advisors, Inc. Jennifer is a registered representative in the state of Oklahoma and a Registered Investment Advisor in both Oklahoma and Texas. Jennifer has been in the financial services industry since 2005. In addition to working with Raymond James Financial Services Advisors, Inc., Jennifer also works with StoneBridge Wealth Management, LLC. Jennifer is also a committee member of the Sky High for Kids non-profit organization. Jennifer offers various financial advisory services including financial planning, pension consulting, and portfolio management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
07/31/2019 - Present
Raymond James Financial Services Advisors, Inc. (Tulsa OK)
OK
10/24/2014 - 07/31/2019
PROSPERA FINANCIAL SERVICES, INC. (Tulsa OK)
OK
05/24/2013 - 10/29/2014
T.S. PHILLIPS INVESTMENTS, INC. (TULSA OK)
OK
08/09/2005 - 05/31/2013
EDWARD JONES (TULSA OK)
BOTH
Issued 06/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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