Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Solovic is a financial professional with over 17 years of experience in the industry. Jennifer is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since February 2011. Previously, Jennifer has worked with Edward Jones, MetLife Securities Inc. and First Clearing, LLC. Jennifer holds Series 3, 7, 9, 10, 24, 26, 63, 66 and SIE licenses and is licensed in Missouri. Jennifer offers investment consulting services to institutional clients, in addition to financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
MO
03/15/2011 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
05/09/2012 - 11/22/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
07/05/2007 - 02/04/2011
EDWARD JONES (ST LOUIS MO)
MO
05/05/2005 - 06/22/2007
METLIFE SECURITIES INC. (ST. LOUIS MO)
MO
05/05/2005 - 06/22/2007
METROPOLITAN LIFE INSURANCE COMPANY (ST. LOUIS MO)
NY
11/18/2004 - 08/08/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MO
05/11/2004 - 09/15/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 3 - National Commodity Futures Examination
BC
Issued 05/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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