Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Olenik is a financial advisor with over 26 years of experience in the industry. Jennifer is currently registered with TD Private Client Wealth LLC in Melville, New York. Previously, Jennifer worked at firms such as Morgan Stanley, E*TRADE SECURITIES LLC, RAFFERTY CAPITAL MARKETS, LLC, and Sanders Morris Harris Inc.. Jennifer has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, families, and businesses. Jennifer specializes in financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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NY
08/24/2023 - Present
TD Private Client Wealth LLC (Melville NY)
NY
05/02/2019 - 08/21/2023
E*TRADE SECURITIES LLC (Garden City NY)
NY
03/20/2023 - 08/17/2023
MORGAN STANLEY (Garden City NY)
NY
01/05/2018 - 11/29/2018
MORGAN STANLEY (GARDEN CITY NY)
NY
06/02/2008 - 07/31/2017
RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)
NY
03/27/2012 - 12/13/2012
SANDGRAIN SECURITIES LLC (GARDEN CITY NY)
NY
08/16/2004 - 02/07/2008
WEISS INVESTMENT MANAGEMENT SERVICES, LLC (GARDEN CITY NY)
CT
06/04/2004 - 09/01/2004
GEORGE WEISS ASSOCIATES, INC. (HARTFORD CT)
TX
07/01/2000 - 05/11/2004
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
NY
05/30/1995 - 07/01/2000
BLACKFORD SECURITIES CORP. (GARDEN CITY NY)
BOTH
Issued 02/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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