Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Bikyu Ng is a registered investment advisor with Wells Fargo Clearing Services, LLC. Jennifer has been in the financial industry for over 30 years, starting with Prudential Insurance Company of America in 1990. Jennifer holds Series 6, 7, 9, 10, 24, 63, 65 and 66 licenses. She has worked with a variety of clients including corporations, high-net-worth individuals, pensions and profit-sharing plans, individuals, charitable organizations, and insurance companies.
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.
Investment consulting services to institutional clients
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
05/29/2007 - 05/24/2010
CITIGROUP GLOBAL MARKETS INC. (ELMHURST NY)
NY
08/01/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (ELMHURST NY)
NY
01/01/2005 - 07/15/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
01/16/2002 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
06/01/1992 - 01/29/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
02/22/1993 - 07/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NA
11/28/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NJ
03/02/1990 - 11/13/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/02/1990 - 11/13/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 12/21/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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