Unclaimed
Jenine Mehr is a financial advisor who has been in the industry since October 7, 1980. Jenine Mehr is currently registered with Ameriprise Financial Services, LLC in Illinois and Texas. Jenine Mehr is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Previously, Jenine Mehr worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Oppenheimer & Co., Inc. and Dean Witter Reynolds Inc. Jenine Mehr holds the Series 5, Series 7, and Series 63 licenses. Jenine Mehr also holds the Series 65 license. Jenine Mehr specializes in providing financial advice to individuals, businesses, corporations, and trusts.
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.
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.
Asset allocation services
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
IL
09/04/2012 - Present
Ameriprise Financial Services, LLC (Wheaton IL)
IL
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (GENEVA IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GENEVA IL)
IL
05/07/1986 - 04/02/2007
MORGAN STANLEY DW INC. (GENEVA IL)
NA
01/27/1986 - 05/12/1986
OPPENHEIMER & CO., INC.
NA
11/11/1982 - 01/30/1986
DEAN WITTER REYNOLDS INC.
NA
09/03/1981 - 10/28/1982
OPPENHEIMER & CO., INC.
NA
09/25/1980 - 09/03/1981
E. F. HUTTON & COMPANY INC
IA
Issued 01/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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