Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ann Morreale is a financial advisor with over 20 years of experience in the financial services industry. Jennifer has worked at several reputable firms, including Wachovia Securities, LLC, Chase Investment Services Corp., and UBS Financial Services Inc. Currently, Jennifer is registered with Mesirow Financial Investment Management, Inc. and provides financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jennifer is committed to providing her clients with personalized financial advice and investment strategies that meet their unique needs and 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.
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.
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.
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.
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2
IL
01/24/2023 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IL
04/09/2020 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Lake Forest IL)
IL
05/01/2013 - 04/22/2020
UBS FINANCIAL SERVICES INC. (NORTHBROOK IL)
IL
02/09/2009 - 07/01/2011
PURSHE KAPLAN STERLING INVESTMENTS (DEERFIELD IL)
IL
04/11/2006 - 05/27/2008
MESIROW FINANCIAL, INC. (HIGHLAND PARK IL)
IL
07/06/2005 - 04/05/2006
CHASE INVESTMENT SERVICES CORP. (DEERFIELD IL)
IL
04/12/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
12/15/1999 - 01/24/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 01/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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