Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Suzanne Richardson is an Investment Advisor Representative at Parkway Advisors, LP in Abilene, Texas. Jennifer has been in the industry since 2001 and is currently registered with the state of Texas. Jennifer previously worked at The (Wilson) Williams Financial Group in Dallas, Texas. Jennifer is a Series 6, 63, and 65 licensed professional.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting
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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TX
01/05/2006 - Present
Parkway Advisors, LP (ABILENE TX)
TX
09/12/2001 - 11/21/2003
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
IA
Issued 09/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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