Jennifer Fanelli-Zastrow (CRD# 4715276) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Maitland, FL and has over 16 years of experience in the finance industry.
CRD# 6504539
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3138301
Morgan Stanley
CRD# 5174590
Tripletail Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Schwa Private Client Investment Advisory Inc. | Maitland, FL | Mar 2021 - Current | 3 |
Charles Schwab & Company, Inc. | Maitland, FL | Mar 2021 - Current | 3 |
Ameriprise Financial Services Inc. | Winter Park, FL | Aug 2017 - Mar 2021 | 3 |
Morgan Stanley Smith Barney | Winter Park, FL | Apr 2012 - Jul 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2008 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- FL
- TX
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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