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JA

Jennifer L. Albert

WESTMINSTER FINANCIAL SECURITIES
Dublin, OH 43017
Some features on this profile are disabled
CRD#: 6404689
JA

Professional summary

Jennifer Lee Mcdannell Albert, who also goes by Jennie Lee Mcdannell, Jennifer Lee Mcdannell, is a registered financial professional currently at WESTMINSTER FINANCIAL SECURITIES, INC. located in Dublin, Ohio.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2019. Jennifer has worked at 2 firms and has passed the Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennie Lee Mcdannell | Jennifer Lee Mcdannell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jennifer Lee Mcdannell Albert's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 17, 2022 - Present

WESTMINSTER FINANCIAL SECURITIES, INC.

Office #1: 6277 Riverside Drive #2n, Dublin, OH 43017
BD
CRD#: 20677
Dublin, OH
Past

October 21, 2019 - July 25, 2022

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
Westerville, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 10/21/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/26/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WF
WESTMINSTER FINANCIAL SECURITIES, INC.
BRAZIE & COMPANY, INC. | WESTMINSTER FINANCIAL SECURITIES, INC. | BRAZIE FINANCIAL SERVICES, INC. | BRAZIE FINANCIAL SECURITIES, INC.

CRD#: 20677 / SEC#: , 8-38426

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
50 Chestnut Street Suite A-200, Beavercreek, OH 45440
Mailing Address
50 Chestnut Street Suite A-200, Beavercreek, OH 45440
Phone number
(937) 898-5010
Established
Ohio since 07/23/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WESTMINSTER FINANCIAL COMPANIES, INC.HOLDING COMPANY
STAGER, KIRK WILSONCEO2785614
STAGER, KIRK WILSONPRESIDENT2785614
SWEENEY, ANGELA C.FINOP,CFO4036900
TRUNCK, JESSICA MARIECHIEF COMPLIANCE OFFICER4561886

Disclosures

Regulatory Event3
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

WESTMINSTER FINANCIAL SECURITIES, INC.

CRD#: 20677Dublin, OH 43017

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