Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer McDonald is a financial advisor at Morgan Stanley. Jennifer has been in the financial services industry for over 16 years and has a strong track record of success. Jennifer holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. She is also a member of the Winchester Medical Foundation Board. Jennifer provides financial planning and investment management services to individuals, families, and businesses. Jennifer's specializations include portfolio management, asset allocation advice, pension consulting, and financial planning.
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
VA
06/17/2021 - Present
Morgan Stanley (WINCHESTER VA)
VA
02/17/2021 - 06/04/2021
TRUIST INVESTMENT SERVICES, INC. (WINCHESTER VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
02/15/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WINCHESTER VA)
BC
Issued 02/28/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2006
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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