Unclaimed
Jennifer Blasberg is a financial advisor with over 30 years of experience in the industry. Jennifer is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 2009. Before that, Jennifer worked with NationsSecurities and Boatmen's Investment Services, Inc. Jennifer is licensed to provide financial advice in Missouri and Texas. Jennifer has passed the Series 7, Series 63, and Series 65 exams.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MO
01/07/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRONTENAC MO)
MO
01/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CLAYTON MO)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
12/18/1991 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
IA
Issued 05/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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