Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Riek is a financial advisor with Fidelity Personal And Workplace Advisors. Jennifer has been in the financial industry since September 2009 and is registered with the state of New Jersey and a number of other states. Jennifer provides a variety of services including financial planning, portfolio management for businesses and individuals, and educational seminars. Jennifer has been with Fidelity Personal And Workplace Advisors since March 2019 and is based in Jersey City, New Jersey.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (JERSEY CITY NJ)
NY
06/08/2017 - 01/15/2019
CUNA BROKERAGE SERVICES, INC. (WESTBURY NY)
NY
08/21/2013 - 05/05/2017
HSBC SECURITIES (USA) INC. (COMMACK NY)
NY
07/19/2010 - 08/23/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
06/04/2009 - 07/21/2010
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 09/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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