Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you M? Claim Your ProfileM. Jennifer Wallace is a financial advisor with over 37 years of experience in the industry. Jennifer has a broad range of experience, having worked with several firms including FSC Securities Corporation and Pan-American Financial Advisers. Jennifer currently works for Osaic Wealth, Inc. as a registered representative. Jennifer holds a Series 3, 7, 24, and 63 license. Jennifer is registered to provide financial advice in six states including Ohio, Florida, California, Pennsylvania, Minnesota, and Virginia. Jennifer is known for her specialization in financial planning, pension consulting, 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.
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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2
OH
11/03/2023 - Present
Osaic Wealth, Inc. (BARBERTON OH)
OH
12/02/2005 - 11/03/2023
FSC SECURITIES CORPORATION (BARBERTON OH)
OH
12/16/2001 - 11/30/2005
PAN-AMERICAN FINANCIAL ADVISERS (BARBERTON OH)
PA
12/03/1991 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NY
04/23/1984 - 01/18/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 04/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1986
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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