Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Sunshine Kistner is a financial advisor with over 20 years of experience in the industry. Jennifer is registered with Fidelity Personal And Workplace Advisors and has a Series 7, Series 63 and Series 65 license. Jennifer is a Certified Financial Planner and offers a variety of financial planning services including financial planning, portfolio management, and educational seminars. Jennifer has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Jennifer is committed to helping her 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
01/07/2020 - Present
Fidelity Personal AND Workplace Advisors (NASHVILLE TN)
CA
10/13/2010 - 09/27/2016
FIDELITY BROKERAGE SERVICES LLC (SAN JOSE CA)
TX
07/06/2004 - 07/07/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (AUSTIN TX)
NJ
10/22/1998 - 06/16/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
08/13/1998 - 09/18/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
BC
Issued 09/17/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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