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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer McDermott is a financial advisor with over 16 years of experience in the industry. Jennifer is currently registered with Morgan Stanley. Jennifer has previously been registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MONY SECURITIES CORPORATION. Jennifer is licensed in 42 states. Jennifer specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, families, businesses, and institutions. Jennifer is committed to helping clients achieve their financial goals.
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
UT
03/01/2017 - Present
Morgan Stanley (Salt Lake City UT)
UT
04/19/2006 - 03/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
NY
01/05/2004 - 02/04/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 11/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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