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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 Amy Howe is a financial advisor with over 10 years of experience in the industry. Jennifer has a wide range of experience in the financial services industry, including time at E*TRADE Securities LLC and Morgan Stanley. Jennifer holds multiple licenses and certifications, including the Series 7, 9, 10, 24, 63, and 66. Jennifer has a broad array of experience in the financial industry and has received multiple industry certifications and licenses. Currently, Jennifer is registered with Morgan Stanley in both Utah and Texas. Jennifer has a large number of clients across a wide range of backgrounds and specializes in providing financial advice, including financial planning and asset allocation, to individuals and families.
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
09/05/2023 - Present
Morgan Stanley (Sandy UT)
UT
11/08/2012 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 10/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/29/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2019
Series 4 - Registered Options Principal Examination
BC
Issued 02/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2012
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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