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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 Campion Daly is a financial advisor with over 20 years of experience in the industry. Jennifer is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 securities licenses. She is registered with Wells Fargo Clearing Services, LLC, and has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Jennifer specializes in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. Jennifer is committed to helping her clients achieve their financial goals and build a secure financial future.
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
FL
10/16/2015 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
MD
06/01/2009 - 10/20/2015
MORGAN STANLEY (BALTIMORE MD)
MD
10/25/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
NJ
09/10/1999 - 11/19/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MD
03/19/1998 - 07/28/1999
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1998
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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