Unclaimed
Jennifer Galindo King is an investment advisor representative associated with Mercer Global Advisors Inc., registered with the Securities and Exchange Commission (SEC) and FINRA. Jennifer has experience in the financial industry, having worked with firms such as BB&T Securities, LLC, BB&T Investment Services, Inc., Waddell & Reed, Inc., AXA Advisors, LLC, SunTrust Investment Services, Inc., Capital Analysts, Incorporated, and Pruco Securities, LLC. Jennifer holds the Series 6, 7, 24, 26, and 66 licenses and has a Certified Financial Planner designation. Jennifer is currently registered with the state of Florida, New Hampshire, and Texas. Jennifer also provides trust services, estate planning, tax return preparation, and consultation.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
1
2
CO
12/06/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
FL
01/02/2018 - 03/01/2018
BB&T SECURITIES, LLC (SAINT AUGUSTINE FL)
FL
07/18/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SAINT AUGUSTINE FL)
FL
07/31/2012 - 01/30/2014
WADDELL & REED, INC. (JACKSONVILLE FL)
FL
12/17/2009 - 02/28/2012
AXA ADVISORS, LLC (JACKSONVILLE FL)
FL
09/25/2006 - 06/09/2009
SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
FL
10/07/2004 - 08/08/2006
CAPITAL ANALYSTS, INCORPORATED (JACKSONVILLE FL)
NJ
01/16/2001 - 04/29/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 10/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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