Jennifer
Piche
Next Level Private LLC
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About this Advisor
Jennifer Piche is a financial advisor working in Marshfield, New York with a total of 2 years of relevant experience. Piche is an employee of Next Level Private LLC. The advisor has gained experience at Ubs Financial Services Inc and Next Level Private LLC. Piche holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to advise clients in New York. Next Level Private LLC is a registered investment firm that has its headquarters in Marshfield, NY. It manages $643 million in assets among its 1,827 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 1,827 accounts, 36% are held by high-net-worth individuals who have at least $1 million in investable assets. Next Level Private LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Next Level Private LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Next Level Private LLC Brokerage Details
$643,413,000
11
1,827
$352,169
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jennifer Piche Work History
Jennifer has been registered as a financial advisor for 2 years.*
Next Level Private LLC
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Piche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Next Level Private LLC
Marshfield, NY
Marshfield, NY
Marshfield, NY
Marshfield, NY
Marshfield, NY
Marshfield, NY
Marshfield, NY
Milton, MA
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