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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 Anne Richardson is a financial advisor with over 20 years of experience. Jennifer is currently registered with Morgan Stanley. She has previously worked for National Planning Corporation, AIG Financial Advisors, Inc., and SunAmerica Securities, Inc. Jennifer specializes in financial planning, portfolio management, and investment advice for a variety of clients, including individuals, businesses, and investment companies. She has a strong track record of helping clients reach their financial goals. Jennifer is committed to providing her clients with personalized financial guidance and investment strategies.
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
FL
02/27/2023 - Present
Morgan Stanley (ORMOND BEACH FL)
FL
10/31/2008 - 04/26/2013
NATIONAL PLANNING CORPORATION (ORMOND BEACH FL)
FL
10/31/2005 - 11/04/2008
AIG FINANCIAL ADVISORS, INC. (ORMOND BEACH FL)
AZ
01/25/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 06/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2001
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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