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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 Ross is an investment advisor representative with Equitable Advisors, LLC. Jennifer has been in the industry for 17 years. She is a registered investment advisor and has passed the Series 6, 7, 63 and 65 exams. Jennifer also holds a current Series SIE license. Jennifer is a registered investment advisor in Alaska, Colorado, Florida, Louisiana, Maryland, New Mexico, Pennsylvania, South Carolina, West Virginia and Wisconsin. Jennifer is also an Adjunct Professor at WVU Business School. Jennifer is a Registered Representative of Equitable Advisors, LLC, a subsidiary of Equitable Holdings, Inc. Equitable Advisors, LLC provides financial planning and investment advisory services to a diverse range of clients including individuals, families, businesses, and institutions.
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.
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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WV
06/12/2023 - Present
Equitable Advisors, LLC (MORGANTOWN WV)
WV
02/26/2014 - 03/02/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MORGANTOWN WV)
WV
01/29/2009 - 01/30/2013
BB&T INVESTMENT SERVICES, INC. (MORGANTOWN WV)
WV
03/09/2006 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (MORGANTOWN WV)
BC
Issued 06/16/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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