Unclaimed
Jennifer Elizabeth Meyers is a registered representative with Marwood Group and has been in the industry since March 12, 2001. Jennifer has a Series 63, Series 7, and SIE license. Prior to joining Marwood Group, Jennifer worked at MORGAN JOSEPH TRIARTISAN LLC, BANC OF AMERICA SECURITIES LLC, and J.P. MORGAN SECURITIES INC.
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.
Finder services
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.
1
2
NY
01/20/2012 - Present
Marwood Group (NEW YORK NY)
NY
06/10/2010 - 01/04/2012
MORGAN JOSEPH TRIARTISAN LLC (NEW YORK NY)
NY
08/14/2002 - 05/04/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
10/08/1999 - 04/29/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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