Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Roth is a financial professional with over 20 years of experience in the industry. Jennifer is a registered representative with Wesbanco Securities, Inc. and has held previous roles with Global Alternative Investment Services, Inc., Clark Securities, Inc., Sanders Morris Harris Inc., Banc of America Investment Services, Inc., 1717 Capital Management Company, Nationwide Investment Services Corporation, Nationwide Securities, Inc., Gartmore Distribution Services, Inc. and Touchstone Securities, Inc. Jennifer holds the Series 6, 7, 24, 26, 28, 63, 99TO, and SIE licenses. Jennifer specializes in financial planning, investment management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WV
05/16/2019 - Present
Wesbanco Securities, Inc. (WHEELING WV)
NC
12/17/2015 - 04/30/2019
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
10/12/2011 - 11/05/2015
CLARK SECURITIES, INC. (GREENSBORO NC)
TX
05/11/2009 - 09/28/2011
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
NC
07/06/2006 - 03/09/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
DE
12/21/2005 - 06/06/2006
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
OH
09/09/2002 - 06/02/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
09/25/2002 - 12/21/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
OH
09/25/2002 - 10/03/2003
GARTMORE DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
04/11/2000 - 08/23/2002
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
BC
Issued 05/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2012
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 04/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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