Jennifer Simes (CRD# 3155428) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 16 years of experience in the finance industry. Jennifer Simes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carl P Sherr & Company, LLC | Worcester, MA | Feb 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- MA
- TX
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Total Assets Under Management393MILLIONS
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Total Number of Accounts789ACCOUNTS
-
Average Account Value$497,654
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NH, NY, TX
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