Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennice? Claim Your ProfileJennice Carter is an active Registered Representative and Investment Advisor Representative. Jennice has been in the securities industry since 2011 and has worked with several firms including Merrill Lynch, J.P. Morgan Securities LLC, and E*TRADE SECURITIES LLC. Jennice is currently registered with Morgan Stanley. Jennice has a Series 7, Series 63, and Series 66 licenses. Jennice holds several state securities licenses and is registered in 53 states. Jennice has a strong track record of providing financial advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
01/31/2025 - Present
Morgan Stanley (Alpharetta GA)
GA
05/02/2023 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
GA
12/24/2019 - 12/14/2020
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
01/29/2014 - 06/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
NY
04/15/2013 - 10/03/2013
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
NY
08/15/2011 - 12/10/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
BC
Issued 04/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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