Unclaimed
Jennifer Pullen is a licensed securities professional registered with Finalis Securities LLC. Jennifer holds the Series 63, Series 82TO, and SIE licenses. Jennifer's professional career spans over 8 years and her expertise includes securities trading, investment advising, and financial planning. Jennifer is dedicated to providing personalized financial guidance to individuals and families, helping them 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.
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.
1
2
NY
08/08/2023 - Present
Finalis Securities LLC (New York NY)
BC
Issued 07/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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