Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Roniet Staben is an Investment Advisor Representative associated with Prime Capital Financial. Jennifer is registered in California and Texas and has over a decade of experience in the financial services industry. She is a Series 7, 6, 63, and 66 licensed professional and holds the SIE designation. Jennifer has worked with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
CA
02/16/2024 - Present
Prime Capital Financial (Roseville CA)
CA
04/11/2018 - 07/31/2018
TD AMERITRADE, INC. (ROSEVILLE CA)
CA
05/12/2016 - 08/07/2017
TD AMERITRADE, INC. (ROSEVILLE CA)
CA
10/01/2012 - 01/13/2016
J.P. MORGAN SECURITIES LLC (FOLSOM CA)
CA
08/15/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CITRUS HEIGHTS CA)
BOTH
Issued 05/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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