Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jena? Claim Your ProfileJena Christine Cartusciello is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jena has been in the financial industry since September 7, 2016, and is registered with the state of Texas, and the state of Idaho. Jena has experience working in financial services, starting with a position at Bank of America in 2023. Jena's career includes experience at Brick and Spoon in Houston, Texas, and Merrill Lynch, Pierce, Fenner & Smith Inc. in Dallas, Texas. Jena has a variety of licenses and certifications, including Series 7, SIE and Series 66. Jena is currently licensed in over 40 states and specializes in providing financial advice to individuals, businesses, investment companies, corporations, pension and profit-sharing plans, state and municipal government entities, and insurance companies.
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
TX
04/17/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
BOTH
Issued 04/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2016
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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