Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Simon is a financial advisor with iCapital Markets LLC. Jennifer has been in the financial services industry since 1995. She has experience working with a variety of clients and their financial needs. Her experience includes working with firms like Ameriprise Financial Services, Inc., IDS Life Insurance Company, Whitehall-Parker Securities, Inc., and iCapital Securities, LLC. Jennifer holds the Series 7, Series 24 and Series 63 licenses. Jennifer is currently registered in Minnesota and New York.
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.
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2
NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
02/11/2021 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
CA
11/24/2015 - 10/31/2019
WHITEHALL-PARKER SECURITIES, INC. (SAN RAFAEL CA)
CA
05/20/2013 - 12/02/2013
GBS FINANCIAL CORP. (SANTA ROSA CA)
MN
11/20/1995 - 05/24/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/20/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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