Jenna R. Fiore

Jenna R. Fiore Email and Phone Number

Senior Financial Advisor at Wells Fargo Advisors @ Wells Fargo Advisors
Jenna R. Fiore's Location
New York City Metropolitan Area, United States, United States
Jenna R. Fiore's Contact Details

Jenna R. Fiore personal email

n/a
About Jenna R. Fiore

Jenna has dedicated her career to delivering personalized wealth management services that integrate her client’s unique goals and risk comfort zones. Her clients enjoy an intimate, personal relationship through each phase of life; whether it’s building wealth, planning for retirement, income in retirement, or other types of preservation and growth strategies. Jenna is currently working in the Bloomfield, CT Wells Fargo Bank, NA branch as their designated Financial Advisor.Since 2012, Jenna has been in the financial industry helping her clients develop and implement actionable strategies, focusing on each individual’s unique goals. She currently holds her Series 7, 63 and 65 FINRA registrations, as well as, her Variable Annuity, Life & Health insurance license. Jenna earned her Bachelor’s degree in Economics from Boston University in 2011, where her passion for the financial industry began. Jenna's finance career began with AXA Advisors in 2012, she then joined Wells Fargo Advisors in 2015 providing specialized financial advice for individuals, families and businesses to help with all of her client’s extensive needs; including brokerage, estate planning strategies, investment management, trust*, insurance needs, with access to banking and lending services through Wells Fargo affiliates, be met. As a Financial Advisor, Jenna's mission is to provide each client with comprehensive guidance and portfolio management strategies; delivered with the highest level of personalized service and professional integrity. This information is intended for use by residents of AZ, CA, CO, CT, FL, GA, IL, IN, MA, ME, MD, MI, MN, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Jenna R. Fiore's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Senior Financial Advisor at Wells Fargo Advisors
Jenna R. Fiore Work Experience Details
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jul 2018 - Present
    St. Louis, Missouri, Us
    As a Senior Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their specific needs, goals and risk tolerance. My mission is to provide each client with targeted, comprehensive financial advice and portfolio management strategies; delivered with the highest level of personalized service and professional integrity. I strive to help each one of my clients' plan for their financial future in a way that best meets his or her goals. My approach to wealth management starts with listening to client's past experiences and then understanding their needs and aspirations. Once I have a complete understanding of what is important to my clients, I analyze their existing financial picture, input where they want to be, and strive to offer sound, objective and unbiased advice. As life changes, I update your plan to coincide with those changes as new goals or priorities become essential to you. Please reach out to me if I can assist you or your loved ones.
  • Wells Fargo
    Licensed Banker
    Wells Fargo Jun 2015 - Jul 2018
    Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
  • Axa Advisors
    Financial Consultant / Investment Advisor Representative
    Axa Advisors Sep 2012 - Jun 2015
  • Private Client Resources, Llc
    Finance Intern
    Private Client Resources, Llc May 2008 - Aug 2008
    * Aggregated financial account information for consumers with a net worth of $30 million or more* Coordinated between national and international banks to collect bank account statements and summaries for each client* Developed a filing system for all bank account statements that increased efficiency by reducing administrative search time* Analyzed and computed financial data for each client using Microsoft Excel* Updated the firm's website database in regards to clients' new account information and manual data of assets * Collaborated with a team of four individuals to ensure customer satisfaction

Jenna R. Fiore Skills

Finance Economics Microsoft Excel Series 7 Investments Analysis Retirement Microsoft Office Econometrics Research Mutual Funds Investment Strategies Fixed Annuities Stata College Education Planning Liquidity Management Finra Suitability Analysis Variable Annuities Risk Models Marketplace Municipal Services Equity Indexed Annuities Business Development Portfolio Performance Analysis Ct Producer License Asset Management Lines Of Credit Portfolio Management Series 65 Strategic Financial Planning Series 63 Loans Banking Financial Planning Wealth Management Risk Management

Jenna R. Fiore Education Details

  • Boston University
    Boston University
    Economics
  • Boston University College Of Arts And Sciences
    Boston University College Of Arts And Sciences
    Economics
  • Pomperaug
    Pomperaug

Frequently Asked Questions about Jenna R. Fiore

What company does Jenna R. Fiore work for?

Jenna R. Fiore works for Wells Fargo Advisors

What is Jenna R. Fiore's role at the current company?

Jenna R. Fiore's current role is Senior Financial Advisor at Wells Fargo Advisors.

What is Jenna R. Fiore's email address?

Jenna R. Fiore's email address is jfiore@bu.edu

What schools did Jenna R. Fiore attend?

Jenna R. Fiore attended Boston University, Boston University College Of Arts And Sciences, Pomperaug.

What are some of Jenna R. Fiore's interests?

Jenna R. Fiore has interest in Learning, Animals, Health, Children, Health And Fitness, Education, Dancing, Science And Technology, Human Rights, Animal Welfare.

What skills is Jenna R. Fiore known for?

Jenna R. Fiore has skills like Finance, Economics, Microsoft Excel, Series 7, Investments, Analysis, Retirement, Microsoft Office, Econometrics, Research, Mutual Funds, Investment Strategies.

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