Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Mejia is a financial advisor with M Holdings Securities, Inc. Jennifer has been in the financial services industry since 2000 and has a strong track record of success in helping clients achieve their financial goals. Jennifer is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their investments. Jennifer has earned the Series 3, 7, 9, 10, 66, and SIE licenses. Jennifer's expertise is in providing financial planning services, pension consulting, educational seminars, and portfolio management for individuals and businesses. Jennifer is committed to providing clients with the highest level of service and support.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/24/2021 - Present
M Holdings Securities, Inc. (WOODBURY NY)
NY
09/09/2014 - 01/05/2021
MORGAN STANLEY (GARDEN CITY NY)
NY
09/12/2000 - 09/05/2014
UBS FINANCIAL SERVICES INC. (UNIONDALE NY)
BOTH
Issued 03/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Mejia is the right advisor for you? Invested Better is here to help.
