My Premium Services
I am a Profesional Investment Adviser with over 20 Years Of Experience
Licensed Financial Professional
I have been in the financial services industry for about 20 years and I have obtained fifty-three(53) State Licenses with distinctions in four(4) Brokerage Examinations. I provide my clients with specialist advice on how to manage their money.
This involves researching the marketplace and recommending the most appropriate stocks and assets available, ensuring that my clients are aware of assets/securities that best meet their financial needs.
99
Customer Satisfaction
1.6
Global Portfolios
Professional Work History
I have worked with three of the best brokerage/investment firms in the United States.
FIDELITY BROKERAGE SERVICES LLC (CRD# 7784)
Stock Broker
FIDELITY BROKERAGE SERVICES LLC (CRD# 7784)
Stock Broker
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507)
Stock Broker
NEW ENGLAND SECURITIES (CRD#:615)
Stock Broker
Premium Financial Consultant
I can help increase your portfolio's profit accumulation potential.
20
Years of Experience
1600
Successful Portfolios
900
Happy Clients
53
State Licences
I can help increase your portfolio's profit accumulation potential.
Brokerage Examinations
Series 63 - Uniform Securities Agent State Law Examination
Jul 18, 2022
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Jul 05, 1995
SIE - Securities Industry Essentials Examination
Sep 16, 2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
May 06, 2022
My Client Reviews
My goal is to assist my clients get the best results in their respective investment portfolios
Martha Maldonado
Senior JournalistJennifer did a wonderful job with my finances, her expert analysis & strategic advice improved my investment profits. I would recommend her to anyone starting on the journey to financial independence.
Gregory Allen
Business ManagerI found Jennifer Elizabeth through an article online which I followed up with and it eventually led to her website. She has been nothing short of a miracle ever since and I have become a better & smarter investor because of her.
You can schedule an introductory call below
Contact me
I will get back to you within 24-48h during standard business hours.