Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Wynn is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm based in New York, NY. Jennifer has been active in the industry since August 18, 1992, and is currently registered in Texas and Washington. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jennifer was registered with Lehman Brothers Inc. in New York, NY. Jennifer's areas of expertise include providing portfolio management for individuals and businesses. Jennifer holds several licenses including Series 7, Series 9, Series 10, Series 63, and Series 65.
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
WA
10/18/1994 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEATTLE WA)
NY
07/06/1992 - 03/29/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1992
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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