Jennifer WilliamsCRD Number: 6292745
Current Firm: Citizens Investment Services
Jennifer Williams (CRD# 6292745) is an Investment Advisor Representative working at Citizens Investment Services in Lower Burrell, PA and has over 7 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|Citizens Securities, Inc.||Lower Burrell, PA||Feb 2020 - Current||1|
|Citizens Securities, Inc.||Lower Burrell, PA||Jan 2014 - Feb 2020||6|
|Citizens Bank||New Kensington/lower Burrell, PA||Jan 2008 - Feb 2020||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
Total Assets Under Management6,569MILLIONS
Total Number of Accounts40,577ACCOUNTS
Average Account Value$161,894
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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