Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Susan Aten is an investment advisor representative with over 10 years of experience in the financial services industry. Jennifer is registered with Morgan Stanley in Pennsylvania and Texas. Jennifer has previously worked for BB&T Investment Services, Inc. and Cetera Investment Services LLC. Jennifer specializes in providing financial planning, asset allocation advice, and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
10/12/2020 - Present
Morgan Stanley (Lancaster PA)
PA
11/05/2015 - 01/29/2016
BB&T INVESTMENT SERVICES, INC. (MANHEIM PA)
PA
01/24/2012 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (MANHEIM PA)
WI
01/14/2002 - 08/09/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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