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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 Anders is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing investment advice to individuals, families, and businesses. Jennifer also offers financial planning services, including retirement planning, college savings, and estate planning. Jennifer has been recognized as a top advisor in the industry and has a proven track record of success in helping her clients achieve their financial goals. Prior to joining Raymond James, Jennifer was a financial advisor with Merrill Lynch for 10 years. She has also held positions at Bank of America and BANC OF AMERICA INVESTMENT SERVICES, INC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
VA
07/18/2019 - Present
Raymond James & Associates, Inc. (Norfolk VA)
VA
10/23/2009 - 07/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
VA
08/01/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)
VA
10/05/2000 - 08/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
MA
04/14/1998 - 02/13/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 05/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 3 - National Commodity Futures Examination
BC
Issued 04/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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