Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Ann Bolanos is a financial advisor with over 25 years of experience in the industry. Jenny is currently registered with Osaic Wealth, Inc. and is located in St. Petersburg, Florida. Jenny has previously held positions at several firms, including Signator Investors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Salomon Smith Barney Inc., Dean Witter Reynolds Inc., Oppenheimer & Co., Inc. and Prudential Securities Incorporated. Jenny holds several licenses, including Series 7, Series 24, Series 63, and Series 65. Jenny specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
1
2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (ST. PETERSBURG FL)
MA
10/23/2001 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
07/20/2000 - 09/20/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/15/2000 - 07/06/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/19/2000 - 02/29/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/19/1996 - 01/04/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/15/1995 - 06/24/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
04/20/1993 - 11/03/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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