Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Glenn is an investment advisor representative, currently affiliated with UBS Financial Services Inc., and holds licenses to operate in Pennsylvania. Jennifer has been working in the financial industry since 2011, and holds licenses in both investment advisory and broker dealer services. She has been registered with UBS Financial Services Inc. since 2013 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Jennifer specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
PA
07/27/2022 - Present
UBS Financial Services Inc. (PHILADELPHIA PA)
PA
10/13/2021 - 07/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
NJ
06/10/2013 - 10/12/2021
UBS FINANCIAL SERVICES INC. (Weehawken NJ)
PA
08/23/2011 - 10/03/2012
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
BOTH
Issued 10/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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