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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 Jennings is a financial advisor with over 17 years of experience in the industry. Jennifer is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 2016. Prior to that, Jennifer worked with J.P. Morgan Securities LLC and Charles Schwab & Co., Inc. Jennifer has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Jennifer holds several professional licenses and designations, including Series 7, Series 10, Series 63, and Series 65. Jennifer is also a member of the Financial and Estate Planning Council of Metro Detroit. Jennifer is committed to providing her clients with personalized financial advice that meets their specific 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.
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
MI
09/12/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
MI
08/24/2010 - 08/25/2016
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
TX
05/27/1999 - 12/11/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/07/1996 - 05/12/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
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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