Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Baldini is an investment advisor representative with over 20 years of experience in the financial services industry. Jennifer has a strong background in wealth management, financial planning, and portfolio management. Jennifer is currently registered with Raymond James Financial Services Advisors, Inc. and has previously held positions with REHMANN FINANCIAL NETWORK, LLC, ROYAL ALLIANCE ASSOCIATES, INC., WELLS FARGO ADVISORS, LLC, and PRUDENTIAL SECURITIES INCORPORATED. Jennifer is committed to providing her clients with personalized financial advice and guidance to help 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.
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
MI
01/02/2025 - Present
Raymond James Financial Services Advisors, Inc. (GRAND RAPIDS MI)
MI
01/19/2017 - 09/27/2019
REHMANN FINANCIAL NETWORK, LLC (Grand Rapids MI)
MI
09/20/2010 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (GRAND RAPIDS MI)
MI
07/01/2003 - 09/13/2010
WELLS FARGO ADVISORS, LLC (GRAND RAPIDS MI)
NY
10/25/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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