​Jennie Steinmetz Passes Series 65 Exam

​Jennie Steinmetz Passes Series 65 Exam

02/12/2021 Tags: Announcements


Congratulations to our own Jennie Steinmetz for passing her Series 65!

The Series 65 is an exam and securities license that most states require for individuals to act as investment advisers.

Jennie is a Certified Public Accountant who’s worked in various types of accounting since 2009. She started her career doing business and personal taxes as well as payroll and 401(k) audits.

In her current role, Jennie makes sure the client experience is a seamless one. Her favorite part of the job is working directly with clients to meet their needs. That’s true whether that means completing a tax return, helping set up a new business, assisting with the purchase or sale of a business, or anything in between.

Congrats again, Jennie!



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