Jennifer Wicks (CRD# 6798749) is an Investment Advisor Representative working at Savicki Capital, LLC in New Hartford, NY and has over 7 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Savicki Capital, Lcl | New Hartford, NY | Aug 2017 - Current | 6 |
| Americu Credit Union | Rome, NY | Jan 2010 - Jul 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- NY
- SC
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts293ACCOUNTS
-
Average Account Value$173,928
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NY, SC
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