Unclaimed
Jennifer Earnest is a financial advisor with over 10 years of experience in the industry. Jennifer is currently registered with City National Securities, Inc. in Beverly Hills, CA. Jennifer specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Jennifer holds a Series 7, Series 66, and SIE license. Jennifer is a Certified Financial Planner. Previously, Jennifer was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Century City, CA.
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
1
2
CA
06/02/2015 - Present
City National Securities, Inc. (BEVERLY HILLS CA)
CA
10/23/2012 - 05/11/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
BOTH
Issued 11/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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