Unclaimed
Jayne M. Duenow is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Jayne has been in the securities industry since December 1994. Jayne specializes in providing financial advice and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and institutions. Before joining Merrill Lynch, Jayne worked at UBS Financial Services Inc. in Weehawken, NJ. Jayne holds the Series 7, 7TO, 63, and 66 securities licenses, as well as the SIE exam. Jayne is registered to provide securities-related services in 28 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
12/22/1994 - 02/23/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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