Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lee is a financial advisor with City National Securities, Inc., located in Los Angeles, CA. Jennifer has been in the financial services industry since 2008 and has experience working at various firms, including LPL Financial LLC, Morgan Stanley, and Wells Fargo Investments, LLC. Jennifer holds the Series 7, Series 31, Series 66, and SIE licenses. She is registered to offer securities in California. Jennifer specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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.
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.
Mutual fund fees, broker fees & transaction fees
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2
CA
03/09/2021 - Present
City National Securities, Inc. (LOS ANGELES CA)
CA
05/24/2017 - 08/29/2019
LPL FINANCIAL LLC (LOS ANGELES CA)
CA
06/01/2009 - 06/29/2016
MORGAN STANLEY (LOS ANGELES CA)
CA
09/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LOS ANGELES CA)
CA
03/14/2008 - 08/12/2008
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
BOTH
Issued 03/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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