Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Trolson is a financial advisor with UBS Financial Services Inc., located in NEW YORK, NY. Jenna has been in the industry since 2007. Jenna has experience with a variety of firms, including FIRST REPUBLIC SECURITIES COMPANY, LLC, MORGAN STANLEY, J.P. MORGAN SECURITIES LLC, EDWARD JONES, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. Jenna holds a Series 66, SIE, and Series 7 licenses.
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.
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.
See schedule d - miscellaneous
1
2
NY
06/30/2023 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
01/23/2020 - 07/06/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
09/23/2015 - 01/21/2020
MORGAN STANLEY (NEW YORK NY)
NY
01/13/2015 - 08/27/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/14/2011 - 01/23/2015
MORGAN STANLEY (NEW YORK NY)
CA
02/18/2011 - 11/21/2011
EDWARD JONES (GOLETA CA)
CA
06/01/2009 - 08/17/2010
MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)
CA
11/23/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
04/02/2007 - 11/20/2007
MORGAN STANLEY & CO., INCORPORATED (BEVERLY HILLS CA)
CA
12/20/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
BOTH
Issued 05/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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