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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 Greene is a financial advisor with over nine years of experience in the financial services industry. Jennifer is registered with Robert W. Baird & Co. Inc. and is licensed to provide investment advice in Pennsylvania. Jennifer has a broad range of experience serving the needs of high-net-worth individuals, corporations, and institutional clients. Jennifer is committed to providing personalized financial advice that helps clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
05/05/2024 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
04/23/2019 - 09/29/2022
LPL FINANCIAL LLC (CANONSBURG PA)
PA
01/29/2015 - 11/01/2018
PNC INVESTMENTS (MOON TOWNSHIP PA)
PA
03/27/2014 - 01/16/2015
W&S BROKERAGE SERVICES, INC. (BETHEL PARK PA)
IA
Issued 05/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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