Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Helz Balestrery is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since 1999 and has held previous roles at BARCLAYS CAPITAL INC. Jennifer has a broad range of experience and has worked in Chicago, IL and New York, NY. Jennifer specializes in various areas including securities, commodities, and investment advisory. Jennifer is registered in all 50 states and the District of Columbia for both securities and investment advisory services.
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
IL
10/23/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
NY
05/25/1999 - 02/06/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
IA
Issued 10/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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