Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Denise Morton is a Registered Representative with Wells Fargo Clearing Services, LLC and has been in the industry since January 5, 2012. Jennifer holds licenses in the following states: Nevada, Arkansas, Massachusetts, and Utah. Her firm is headquartered in St. Louis, MO and has over 14,000 licensed agents, 16,000 investment advisor representatives, and 19,000 registered representatives. Wells Fargo Clearing Services, LLC provides investment advisory services to businesses, individuals, and institutions. Jennifer's specializations include insurance 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.
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.
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2
NV
01/17/2020 - Present
Wells Fargo Clearing Services, LLC (RENO NV)
NV
06/05/2017 - 11/16/2018
WELLS FARGO CLEARING SERVICES, LLC (RENO NV)
NV
07/30/2012 - 06/02/2017
MML INVESTORS SERVICES, LLC (CARSON CITY NV)
NV
05/13/2011 - 06/12/2012
G.F. INVESTMENT SERVICES, LLC (CARSON CITY NV)
NV
02/10/2009 - 05/14/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CARSON CITY NV)
BOTH
Issued 04/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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