Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Dieffenbacher is a financial advisor at Raymond James Financial Services Advisors, Inc. Jennifer has been in the industry since 1993 and holds Series 63, SIE, and Series 7 licenses. Jennifer has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Jennifer provides a range of financial services, including financial planning, portfolio management, and pension consulting. Jennifer is dedicated to helping clients reach 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.
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
OH
06/17/2019 - Present
Raymond James Financial Services Advisors, Inc. (WESTLAKE OH)
TN
04/08/2003 - 06/05/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (MEMPHIS TN)
NJ
08/06/1993 - 06/15/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/31/1993 - 08/13/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/27/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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