Unclaimed
Jennifer Merner is a financial professional with over 13 years of experience in the securities industry. Jennifer is currently registered with Franklin Distributors, LLC and holds a Series 63, Series 66, SIE and Series 7. Jennifer's previous experience includes roles at Foreside Fund Services, LLC and Rim Securities LLC. Jennifer is licensed to conduct business in 53 states and the District of Columbia.
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.
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.
1
2
CA
03/07/2022 - Present
Franklin Distributors, LLC (San Mateo CA)
ME
04/27/2018 - 04/16/2021
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NY
01/14/2008 - 08/03/2015
RIM SECURITIES LLC (NEW YORK NY)
BC
Issued 11/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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