Cdfa Jennifer Holden Cfp Email & Phone Number | Jen has worked in Financial Services industry since 1993. She was a Financial Advisor for Morgan Stanley Dean Witter until 1999 and Regional Sales Vice President for MetLife annuities until 2016. In 2016, Jen joined UBS and is a Vice President - Wealth Management. UBS is the largest wealth management firm in the world, offering her clients access to solutions, both, simple and effective and complex and efficient. She holds her FINRA Series 7, 63, 65, 31, 24 and Life, Health and Variable Annuity licenses. Jen earned her CERTIFIED FINANCIAL PLANNER designation in March 2012 and her Certified Divorce Financial Analyst designation in 2017. Jen strives to deliver comprehensive wealth management advice, excellent service and most of all, a personal approach to navigate the financial markets with you. She believes a complete financial plan, including your goals for liquidity, longevity and legacy, is the cornerstone of your financial success. Jen is passionate about children reaching beyond their dreams and empowering people with financial knowledge to succeed! **Registered states**CA,CT,DC,FL,GA,HI,IL,IN,MA,MD,MI,MS,MT,NC,NJ,NM,NY,OH,SC,TN,VA /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Cdfa Jennifer Holden Cfp

Jen has worked in Financial Services industry since 1993. She was a Financial Advisor for Morgan Sta...
St Augustine, Florida, United States

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Cdfa Jennifer Holden Cfp’s Email cdfa.holden@ubs.com

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Cdfa Jennifer Holden Cfp’s Location St Augustine, Florida, United States

Cdfa Jennifer Holden Cfp’s Current Industry Ubs Financial Serivces

Cdfa Jennifer Holden Cfp’s Prior Industry Metlife

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Work Experience

Ubs Financial Serivces

Sr. Vice Pres.- Wealth Management, Portfolio Manager

2016-06-01 00:00:00 - Present

Metlife

Regional Sales Vice President

2003-08-01 00:00:00 - 2016-05-01 00:00:00

Skills

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Languages

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FAQ About Cdfa Jennifer Holden Cfp

Cdfa Jennifer Holden Cfp is located at
St Augustine, Florida, United States

Cdfa Jennifer Holden Cfp is a Jen has worked in Financial Services industry since 1993. She was a Financial Advisor for Morgan Stanley Dean Witter until 1999 and Regional Sales Vice President for MetLife annuities until 2016. In 2016, Jen joined UBS and is a Vice President - Wealth Management. UBS is the largest wealth management firm in the world, offering her clients access to solutions, both, simple and effective and complex and efficient. She holds her FINRA Series 7, 63, 65, 31, 24 and Life, Health and Variable Annuity licenses. Jen earned her CERTIFIED FINANCIAL PLANNER designation in March 2012 and her Certified Divorce Financial Analyst designation in 2017. Jen strives to deliver comprehensive wealth management advice, excellent service and most of all, a personal approach to navigate the financial markets with you. She believes a complete financial plan, including your goals for liquidity, longevity and legacy, is the cornerstone of your financial success. Jen is passionate about children reaching beyond their dreams and empowering people with financial knowledge to succeed! **Registered states**CA,CT,DC,FL,GA,HI,IL,IN,MA,MD,MI,MS,MT,NC,NJ,NM,NY,OH,SC,TN,VA /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**