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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 Culp is an investment advisor representative with UBS Financial Services Inc. Jennifer has been in the industry since 2006. Jennifer is licensed to provide investment advice in 23 states and the District of Columbia. She is also a registered representative with FINRA. Jennifer holds Series 3, 7 and 66 licenses as well as the SIE exam. Her previous experience includes time with Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. She has experience working with high-net-worth individuals, corporations, charitable organizations, and retirement plans.
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.
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.
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.
See schedule d - miscellaneous
1
2
NY
10/03/2024 - Present
UBS Financial Services Inc. (Briarcliff Manor NY)
NY
03/14/2011 - 07/07/2011
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/22/2006 - 02/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2015
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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