Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Rae Esseff is a financial advisor with Wells Fargo Clearing Services, LLC. Jennifer has been in the financial services industry since 1998. Jennifer is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, and SIE licenses. Jennifer is also a Certified Financial Planner and a Chartered Financial Consultant. Jennifer has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Jennifer provides a range of financial services, including investment management, financial planning, and retirement planning.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MN
08/08/2019 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
05/16/2011 - 12/17/2014
EDWARD JONES (EDINA MN)
WI
09/04/2002 - 04/25/2011
STATE FARM VP MANAGEMENT CORP. (BROOKFIELD WI)
TX
07/02/1998 - 06/28/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 04/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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