Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Schrauder is a financial advisor with over 25 years of experience in the financial services industry. She is registered as a Registered Representative in Pennsylvania and has held various positions in the financial services industry, including with IDS Life Insurance Company and American Express Financial Advisors Inc. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and has held the Series 7, Series 63, Series 65, and Series 53 licenses. She is currently affiliated with Allegheny Financial Group Ltd., where she serves as a financial advisor. Jennifer's areas of specialization include retirement planning, college savings, and estate planning. She is committed to providing personalized financial advice and guidance to help 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.
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.
Performance based fees pd to gps of affiliated entities
1
2
PA
07/12/2000 - Present
Allegheny Financial Group Ltd. (PITTSBURGH PA)
MN
07/08/1996 - 11/16/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/08/1996 - 06/04/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 09/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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