Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennie? Claim Your ProfileJennie Sowers is a financial advisor at Corient. Jennie is a Certified Financial Planner with over 20 years of experience in the industry. Jennie has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Kore Private Wealth, LLC. Jennie's expertise is in portfolio management for individuals and businesses. She is also a registered Investment Advisor in New York and Texas.
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.
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.
% of assets under advisement
1
2
NY
12/12/2022 - Present
Corient (New York NY)
NY
01/09/2009 - 06/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/14/1998 - 01/27/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 10/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 06/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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