Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Logan is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Folsom, CA. Jennifer has been in the industry since 2006. Jennifer holds licenses for both Broker/Dealer and Investment Advisor positions. Jennifer offers a wide range of advisory services including: portfolio management, financial planning, and research reports. Jennifer has been registered with the SEC for 17 years. Jennifer has a strong commitment to providing her clients with the highest quality service and advice.
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
02/06/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Folsom CA)
BOTH
Issued 07/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/12/2006
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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