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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 Heeren is a financial advisor with SVB Wealth in PALM BEACH GARDENS, FL. Jennifer has been a registered representative since 2003 and has a strong track record of success in the financial services industry. Jennifer holds the Series 7, 9, 10, 24 and 66 licenses. Jennifer previously worked at Managed Account Services, LLC and JESUP & LAMONT SECURITIES CORP. Jennifer specializes in financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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.
Planned giving, family office, wealth planning
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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FL
03/30/2017 - Present
SVB Wealth (PALM BEACH GARDENS FL)
FL
05/07/2010 - 03/09/2017
MANAGED ACCOUNT SERVICES, LLC (BOCA RATON FL)
FL
03/27/2006 - 05/12/2010
JESUP & LAMONT SECURITIES CORP (BOCA RATON FL)
CT
09/10/2003 - 03/06/2006
ADVEST, INC. (HARTFORD CT)
NY
01/14/2003 - 05/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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