Jenifer Sapel (CRD# 4817849) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 19 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wcg Wealth Advisors, LLC | Snohomish, WA | Feb 2021 - Current | 3 |
Guardian Life Insurance | Kirkland, WA | Jun 2019 - Current | 4 |
Park Avenue Securities | Kirkland, WA | Jun 2019 - Feb 2021 | 1 |
Guardian Life Insurance Co Of America | Bothell, WA | May 2017 - Jun 2019 | 2 |
Park Avenue Securities, LLC | Bothell, WA | May 2017 - Jun 2019 | 2 |
Mml Investors Services, LLC | Charlotte, NC | Mar 2017 - Mar 2017 | < 1 |
Metlife Securities Inc. | Tacoma, WA | Jul 2004 - Mar 2017 | 12 |
Metlife | Tacoma, WA | Jun 2004 - Mar 2017 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- CO
- WA
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Total Assets Under Management5,194MILLIONS
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Total Number of Accounts21,408ACCOUNTS
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Average Account Value$242,628
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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