Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ritz is a financial advisor with over 15 years of experience in the financial industry. Jennifer has a diverse background, having worked for several prominent firms such as Merrill Lynch, HSBC Securities (USA) Inc. and AXA Advisors, LLC. She has a proven track record of providing personalized financial advice and helping clients achieve their financial goals. Jennifer is currently registered with Good Life Advisors, LLC, and is committed to providing a comprehensive range of financial services to her clients. She specializes in financial planning, portfolio management, and educational seminars. Jennifer’s commitment to excellence and personalized service has earned her the trust and respect of her clients.
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.
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.
Planning subscription fee
1
2
PA
09/20/2019 - Present
Good Life Advisors, LLC (READING PA)
NY
12/23/2011 - 09/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
NY
03/15/2006 - 12/22/2011
HSBC SECURITIES (USA) INC. (FAIRPORT NY)
NY
11/08/2005 - 01/23/2006
AXA ADVISORS, LLC (ROCHESTER NY)
NJ
10/13/2005 - 10/26/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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