Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Bower Perkins is a registered representative and investment advisor representative with Osaic Institutions, Inc. Jennifer Perkins has 20 years of experience in the financial services industry. She has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Guardian Investor Services Corporation, Hibernia Investment Securities Inc., Marquis Investments, L.L.C., and Southcoast Capital Corporation. Jennifer Perkins has a wide range of experience in the financial services industry, including investment advisory services, financial planning, pension consulting, and educational seminars. Jennifer Perkins is committed to providing her clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
08/19/2020 - Present
Osaic Institutions, Inc. (RIDGEFIELD CT)
NY
10/28/1999 - 08/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/27/1998 - 03/17/2000
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
LA
01/12/1998 - 04/24/1998
HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)
NA
01/01/1997 - 01/01/1998
MARQUIS INVESTMENTS, L.L.C.
TX
11/28/1995 - 12/20/1996
SOUTHCOAST CAPITAL CORPORATION (AUSTIN TX)
BOTH
Issued 08/18/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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