Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Tomasino is a financial advisor at UBS Financial Services Inc. Jennifer has been in the industry since 2016 and is registered in 34 states. Jennifer holds Series 7 and Series 66 licenses. Jennifer has prior experience at State Street Global Advisors Funds Distributors, LLC, BHA Select Network, LLC, and Morgan Stanley Distribution, Inc. Jennifer specializes in working with individuals, businesses, high-net-worth individuals, and charitable organizations.
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
IL
05/24/2022 - Present
UBS Financial Services Inc. (NORTHBROOK IL)
IL
06/01/2018 - 03/31/2022
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
MA
12/12/2014 - 11/13/2015
BHA SELECT NETWORK, LLC (Boston MA)
NY
11/25/2013 - 12/09/2014
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
BOTH
Issued 05/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
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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