Jennifer SefchickCRD Number: 5471699
Current Firm: Morgan Stanley
Jennifer Sefchick (CRD# 5471699) is an Investment Advisor Representative working at Morgan Stanley in Clearwater, FL and has over 9 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Morgan Stanley||Clearwater, FL||May 2015 - Current||1|
|Accurate Advisory Group||Wesley Chapel, FL||Jan 2015 - Apr 2015||< 1|
|Ameriprise Financial Services, Inc.||Tampa, FL||Oct 2009 - Jan 2015||5|
|Slice Of Life||New Port Richey, FL||Nov 2008 - Jun 2010||1|
|H & R Block Financial Advisors||Clearwater, FL||Jun 2008 - Oct 2009||1|
|Edward Jones||St Louis, MO||Jan 2008 - Jun 2008||< 1|
|Sallie Mae Financial||Tampa, FL||Mar 2007 - Jan 2008||< 1|
|All Florida Mortgage Centers||New Port Richey, FL||Sep 2006 - Nov 2007||1|
|Sallie Mae Financial||Tampa, FL||Mar 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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