Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Wilkie Eller is an Investment Advisor Representative at Fidelity Personal AND Workplace Advisors. Jennifer has been in the industry since March 21, 2022. Jennifer has a Series 66 license and Series 7TO, Series 9 and Series 10 licenses. Jennifer is registered in 52 states and holds active licenses with the Financial Industry Regulatory Authority (FINRA) and the Investment Adviser Association (IAA). Jennifer also holds the Securities Industry Essentials Examination (SIE) certification. Jennifer has a total of 54 years of experience in the financial services industry, including previous experience with New York Life, Eastern Union, and TTI Inc. In addition to Jennifer's professional experience, Jennifer is also a partner at Neptune Design Studio and the sole proprietor of Homemade's Better, LLC, a recipe website.
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.
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
TX
04/28/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 04/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/14/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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