Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Rebecca Dematteo is a financial advisor who has been in the industry since March 26, 2005. Jenny is currently registered with Fidelity Personal and Workplace Advisors and is licensed to provide investment advice in Pennsylvania and Texas. Prior to her current role, Jenny worked at Stifel, Nicolaus & Company, Incorporated in Pittsburgh, Pennsylvania from September 2011 to May 2015.
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.
1
2
PA
03/21/2020 - Present
Fidelity Personal AND Workplace Advisors (CRANBERRY TOWNSHIP PA)
PA
09/29/2011 - 05/28/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PITTSBURGH PA)
PA
08/21/2006 - 09/09/2011
H.D. VEST INVESTMENT SERVICES (PITTSBURGH PA)
TX
02/07/2000 - 10/02/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jenny Dematteo is the right advisor for you? Invested Better is here to help.
