Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Richy is a registered representative of Morgan Stanley and is licensed to provide securities and investment advice in multiple states. Jennifer has been in the financial services industry since June 28, 2021. Jennifer has a Series 7, Series 66, and SIE licenses, and has experience with various investment products and services. Jennifer has a strong background in financial planning, portfolio management, and pension consulting. Jennifer also has experience with asset allocation advice and selection of other advisors. Jennifer holds several certifications in financial planning and is a member of the Financial Planning Association. Jennifer is committed to providing personalized financial advice to help clients reach their financial goals.
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
FL
08/11/2021 - Present
Morgan Stanley (Naples FL)
BOTH
Issued 07/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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