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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 Yuen-hing Man is an investment advisor representative at Cibc Private Wealth Advisors, Inc.. Jennifer has been in the industry since 2001 and has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Jennifer specializes in providing financial planning, investment management, and wealth management services. Jennifer is a Chartered Financial Analyst and holds a Series 65 license. Jennifer is registered with the states of California, Idaho, Nevada, 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.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/26/2004 - Present
Cibc Private Wealth Advisors, Inc. (SANFRANCISCO CA)
IA
Issued 02/19/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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