Jennifer Fiumano
Senior Vice President, Head of Advisor Transitions
- Role
- Senior Vice President, Head of Advisor Transitions at Steward Partners
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Jennifer Fiumano
Seasoned management professional with vast knowledge of the financial services industry…
Experience
Senior Vice President, Head of Advisor Transitions
Aug 2023 — Present
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see \"Disclosures\" page on our
Skills
- Investments
- Training
- Management
- Financial Services
- Mutual Funds
- Risk Management
- Recruiting
- Series 63
- Securities
- Budgets
- Finance
- Financial Analysis
- Series 7
- Leadership
- Wealth Management
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