Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Zittel is a financial advisor with over 20 years of experience in the financial industry. Jennifer is registered with the state of Texas as a Registered Investment Advisor (RIA) and a Registered Representative (RR). Jennifer has a strong track record of success in helping individuals, families, and businesses achieve their financial goals. Jennifer is currently affiliated with United Planners' Financial Services of America A Limited Partner. Jennifer has previously held positions with NEXT Financial Group, Inc., A I M Distributors, Inc., and Oak Harvest Investment Services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
10/04/2024 - Present
United Planners' Financial Services OF America A Limited Partner (KATY TX)
TX
07/30/2004 - 01/24/2020
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
06/07/2000 - 08/06/2003
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 09/10/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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