Jenny A Mcclellan is a skilled professional, that works in St Charles Financial Services as a Paraplanner since 2020. Jenny A Mcclellan has earned professional experience in more than six positions at different companies. Jenny A Mcclellan went to the Saint Louis Community College and received education there from 2014 to 2016. Jenny has the following professional qualifications: Series 66, Series 7, and Insurance License. Saint Charles, Missouri is the city, where this person was known to settle. This professional's email address and phone are easily accessed through SoftwareOfficial by request.
Name variants:
Genevieve Mcclellan,
Jane Mcclellan,
Jennifer Mcclellan,
Virginia Mcclellan
Last updated May 26, 2024
Contact Information
Last Update
Jun 22, 2022
Email
je**@icloud.com
Location
Saint Charles, MO
Company
St Charles Financial Services Llc
Workplace
Paraplanner
Work History
Financial Professional
New York, NY
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. ...
May 2019 — Aug 2019
Senior Registered Client Associate
1 north Jefferson Ave St, Louis, MO
Correspond with clients and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. Prepare forms, such as receipts, withdrawal orders, transmitt...
Sep 2016 — Apr 2019
Brokerage Service Representative
4020 Fee Fee Rd, Bridgeton, MO 63043
Document all client interactions in client management system, troubleshoot problems and serve as a liaison between adviser and client as needed. Prepare paperwork for client transactions. Pr...
Feb 2014 — Sep 2016
Member Service Representative
6300 south Lindbergh Blvd St, Louis, MO
Performing intermediate duties and support related to branch operational activities and financial services
processes all new account transactions
assisting customers in their selection of...
Jul 2012 — Feb 2014
Education
2014 — 2016
2012 — 2013
2005 — 2007
Occupations
Executive
Division Manager
Department Supervisor
Operations Manager
Skills
Portfolio Management
Investment Advisory Services
529 Plans
Mutual Funds
403B's
401K's
Long Term Care
Insurance
Annuities
Retirement Planning
FAQs about Jenny A Mcclellan
What is the main profession of Jenny A Mcclellan?
This professional's job is Paraplanner
What jobs is Jenny proficient at at?
The expert is proficient at such jobs as Executive and Division Manager.
Where is Jenny A Mcclellan currently located?
Jenny is currently located in Saint Charles, Missouri.
What is the expert's email?
The professional's email is je**@icloud.com.
Where did Jenny A Mcclellan work?
Jenny worked at St Charles Financial Services Llc, Compass Health Consultants.
Where has Jenny A Mcclellan studied?
Jenny studied at the Saint Louis Community College from 2014 to 2016.
What are the certifications of Jenny A Mcclellan?
This expert received the following certifications: Series 66, Series 7, and Insurance License.
What is professional industry that Jenny A Mcclellan worked in?
Jenny works in Insurance industry.