Jenifer Bollinger (CRD# 6750648) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Miami Beach, FL and has over 5 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Miami, FL | May 2019 - Current | 4 |
| Massmutual | Miami, FL | Jul 2018 - May 2019 | < 1 |
| Mml Investors Services LLC | Miami, FL | Jul 2018 - May 2019 | < 1 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Oct 2017 - Jul 2018 | < 1 |
| Penn Mutual Life Insurance | Horsham, PA | Jun 2017 - Jul 2018 | 1 |
| National Planning Corporation | Miami, FL | Jan 2017 - Jun 2017 | < 1 |
| Unemployed | Miami, FL | Jun 2016 - Jan 2017 | < 1 |
| Perry Ellis International | Miami, FL | Nov 1996 - May 2016 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- CO
- FL
- MO
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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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