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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 Carranza is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the financial services industry since 2001. Jennifer has been registered with the Securities and Exchange Commission since 2001. Jennifer has passed the Series 7, Series 63, and Series 65 exams. Jennifer is currently registered in 45 states and the District of Columbia. Jennifer has a background in financial planning and portfolio management. Jennifer has experience working with individuals, businesses, and institutions. Jennifer is committed to providing her clients with personalized financial advice.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
07/14/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
11/01/2010 - 05/06/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
10/11/2007 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (LOS ANGELES CA)
CA
04/06/2004 - 07/27/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
05/02/2001 - 04/12/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
03/07/2001 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 03/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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