Jennifer Olenik (CRD# 2561209) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Melville, NY and has over 26 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Private Client Wealth LLC | Melville, NY | Aug 2023 - Current | < 1 |
| Td Bank N.a. | Melville, NY | Aug 2023 - Current | < 1 |
| Morgan Stanley | Garden City, NY | Mar 2023 - Aug 2023 | < 1 |
| E*trade Securities LLC | Garden City, NY | Apr 2019 - Aug 2023 | 4 |
| E*trade Capital Management LLC | Garden City, NY | Apr 2019 - Aug 2023 | 4 |
| Unemployed | Garden City, NY | Nov 2018 - Apr 2019 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Nov 2017 - Nov 2018 | 1 |
| Morgan Stanley | Garden City, NY | Oct 2017 - Nov 2018 | 1 |
| Unemployed | Garden City, NY | Jul 2017 - Oct 2017 | < 1 |
| Rafferty Capital Markets, LLC | Garden City, NY | Jun 2008 - Jul 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- NY
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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