Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenni? Claim Your ProfileJenni Cho is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jenni has been in the securities industry for 17 years. Jenni Cho is registered in 38 states and 4 jurisdictions to provide investment advice. Jenni has passed the Series 66, Series 7 and SIE exams. Jenni is a registered investment advisor. Jenni's previous employers include Signator Investors, Inc., Wells Fargo Investments, LLC and AXA Advisors, LLC.
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
CA
11/16/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
07/01/2008 - 01/26/2010
SIGNATOR INVESTORS, INC. (PASADENA CA)
CA
12/16/2005 - 06/11/2007
WELLS FARGO INVESTMENTS, LLC (SAN GABRIEL CA)
NY
09/08/2004 - 08/05/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
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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