Jennifer WingeCRD Number: 7090916
Current Firm: Ubs Financial Services Inc.
Jennifer Winge (CRD# 7090916) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Paul, MN and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|Ubs Financial Services Inc.||Wilmington, MS||Mar 2021 - Current||1|
|U.s. Bancorp Investments, Inc.||Woodbury, MN||Mar 2019 - Current||3|
|U.s. Bank||Woodbury, MN||Jul 2017 - Current||5|
|Olive Garden||Oakdale, MN||Nov 2005 - Jul 2017||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- 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
- 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
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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