Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Poole is a financial advisor with over 40 years of experience in the financial services industry. Jennifer is currently registered with Cambridge Investment Research, Inc. Jennifer has held previous positions with Ameritas Investment Corp., CCF Investments, Inc., The Leaders Group, Inc., WMA Securities, Inc., and PFS Investments Inc. Jennifer holds Series 6, 26, and 63 licenses and the SIE exam. Jennifer is registered in Alabama, Colorado, Florida, Georgia, Tennessee, West Virginia, and Wisconsin.
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.
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.
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2
TX
11/01/2019 - Present
Cambridge Investment Research, Inc. (Cedar Park TX)
AL
06/21/2017 - 11/07/2019
AMERITAS INVESTMENT CORP. (RAINBOW CITY AL)
AL
01/04/2006 - 06/21/2017
CCF INVESTMENTS, INC. (RAINBOW CITY AL)
CO
09/25/2000 - 12/31/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
07/29/1998 - 10/19/2000
WMA SECURITIES, INC. (DULUTH GA)
GA
05/09/1983 - 08/07/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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