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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Valerie Bauder is an investment advisor representative at Cornerstone Advisors Asset Management, LLC. Jennifer Valerie Bauder has been in the industry since March 14, 1998. Jennifer Valerie Bauder is registered with the state of Pennsylvania. Jennifer Valerie Bauder has passed the Series 6, Series 7, Series 63, Series 65, and SIE exams. Cornerstone Advisors Asset Management, LLC is a registered investment advisor firm with over $7.4 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, families, corporations, and institutional investors.
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.
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
PA
01/07/2016 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
PA
03/12/2008 - 07/31/2015
NATIONAL PLANNING CORPORATION (HARLEYSVILLE PA)
PA
03/08/2006 - 03/17/2008
SECURITIES AMERICA, INC. (PLYMOUTH MEETING PA)
NY
08/01/1997 - 11/11/2004
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
01/01/1997 - 06/23/1997
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
09/17/1996 - 01/01/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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