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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 Dipaola-turnbull is a financial advisor with over 20 years of experience in the industry. Jennifer is registered with Morgan Stanley and has held past positions with several other firms, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., National Investor Services Corp., and TD Waterhouse Investor Services, Inc. Jennifer holds a wide range of licenses, including Series 63, 65, 7, 9, and 10. Jennifer is also a registered investment advisor in several states. Jennifer specializes in providing financial advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/02/2020 - Present
Morgan Stanley (New York NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
03/17/2004 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NE
10/02/2002 - 03/12/2004
NATIONAL INVESTOR SERVICES CORP. (BELLEVUE NE)
NE
04/11/2001 - 10/03/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 09/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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