Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Migdal is a financial advisor at Cove Wealth Management, a firm that specializes in providing financial planning and portfolio management services for individuals, families, and charitable organizations. Jennifer has over 15 years of experience in the financial services industry and holds the Certified Financial Planner designation. Jennifer is registered as an Investment Advisor Representative (IAR) in New Mexico and Texas.
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.
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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TX
10/04/2022 - Present
Cove Wealth Management (HOUSTON TX)
IA
Issued 04/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2007
Series 24 - General Securities Principal Examination
Active
Inactive
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