Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Burtsfield is a financial advisor who has been in the industry since November 1999. Jennifer is currently registered with Wells Fargo Advisors Financial Network, LLC. Jennifer has passed a number of industry exams including the Series 7, Series 63, Series 65, and SIE. Jennifer is currently registered in 18 states. Jennifer also has experience working at Edward Jones and WELLS FARGO ADVISORS, LLC. Jennifer has various specializations including fixed income, mutual funds, retirement planning, alternative investments, and variable annuities.
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.
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2
TX
11/23/2012 - Present
Wells Fargo Advisors Financial Network, LLC (ORANGE TX)
TX
11/30/2001 - 11/23/2012
WELLS FARGO ADVISORS, LLC (ORANGE TX)
MO
11/09/1999 - 12/11/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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