Unclaimed
Jennifer Suleman is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jennifer has been in the industry since 2006 and holds several professional licenses. Jennifer is registered with the state of Florida and is licensed to offer investment advice and sell securities. Jennifer has experience working with various clients including high-net-worth individuals, corporations, and charitable organizations. In addition to her role at Wells Fargo Advisors Financial Network, LLC, Jennifer also has other business interests including co-trustee positions for family members' trusts and ownership in various LLCs.
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
FL
03/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (VERO BEACH FL)
FL
02/22/2012 - 03/10/2022
WELLS FARGO CLEARING SERVICES, LLC (VERO BEACH FL)
FL
06/01/2009 - 03/08/2012
MORGAN STANLEY SMITH BARNEY (AVENTURA FL)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENWICH CT)
CT
03/13/2006 - 04/02/2007
MORGAN STANLEY DW INC. (GREENWICH CT)
BOTH
Issued 03/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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