Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenelle? Claim Your ProfileJenelle Smith is a financial advisor registered with Citigroup Global Markets Inc. Jenelle has been in the financial industry since March 14, 2011. Jenelle is licensed to provide advisory services in a variety of states. Jenelle has previously worked with J.P. Morgan Securities LLC, UBS Financial Services Inc., and Morgan Stanley. Jenelle is a Series 7 and Series 66 licensed professional. Jenelle specializes in providing financial advice for individuals, businesses, investment companies, and pooled investment vehicles. Jenelle is committed to providing her clients with the highest level of service and expertise.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/19/2022 - Present
Citigroup Global Markets Inc. (WEST PALM BEACH FL)
FL
06/15/2020 - 07/14/2022
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
FL
04/12/2017 - 05/21/2020
UBS FINANCIAL SERVICES INC. (WEST PALM BEACH FL)
FL
02/15/2011 - 04/11/2017
MORGAN STANLEY (WEST PALM BEACH FL)
BOTH
Issued 05/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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