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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Russell is a financial advisor with over 13 years of experience in the financial services industry. Jennifer has worked at Fidelity Personal and Workplace Advisors since October 2021. Prior to joining Fidelity, Jennifer was a financial advisor at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer is registered to provide investment advice in 52 states and the District of Columbia. Jennifer is a Series 7 and Series 66 licensed professional. She is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals. Jennifer specializes in working with high-net-worth individuals, families, and businesses. She is also experienced in providing financial planning services, portfolio management, 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.
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.
1
2
UT
12/22/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
TX
01/18/2017 - 12/31/2020
LPL FINANCIAL LLC (SUGAR LAND TX)
TX
05/28/2009 - 01/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
01/01/2008 - 06/18/2009
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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