Unclaimed
Jennifer Hinckley Walker is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the financial services industry since 1995. Jennifer holds a Series 63 license, a Series 65 license, a Series 66 license, a Series 7 license, a Series 31 license and a Series 52 license. Jennifer is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jennifer specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jennifer is committed to helping clients achieve their financial goals through a personalized approach.
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
AZ
11/02/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PHOENIX AZ)
AZ
09/01/2011 - 06/04/2012
AXA ADVISORS, LLC (SCOTTSDALE AZ)
AZ
04/05/2011 - 09/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
NY
11/05/1997 - 10/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
11/15/1995 - 10/21/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/06/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/1995
Series 52 - Municipal 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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