Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Howarth lima is a financial professional with over 20 years of experience in the industry. Jennifer has a wide range of experience in various financial services firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc. and NYLIFE Securities LLC. Jennifer is currently registered with Citigroup Global Markets Inc. in Florida and holds Series 7, Series 63, Series 66, Series 24 and Series 52TO licenses. Jennifer specializes in asset allocation advice, financial planning and portfolio management for both 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.
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.
Asset allocation advice
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
FL
04/09/2024 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
08/29/2019 - 04/08/2024
NYLIFE SECURITIES LLC (SUNRISE FL)
FL
07/29/2016 - 08/13/2019
FINANTIA USA LTD (Miami FL)
NY
03/27/2012 - 05/04/2016
MARKETAXESS CORPORATION (NEW YORK NY)
FL
07/26/2007 - 08/23/2011
BANIF SECURITIES INC (MIAMI FL)
NY
10/18/2006 - 07/06/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/20/2004 - 05/15/2006
STANDARD NEW YORK SECURITIES, INC. (NEW YORK NY)
NY
10/14/2002 - 01/13/2003
MULTITRADE SECURITIES LLC (NEW YORK NY)
FL
06/19/1996 - 11/09/2001
FINANTIA USA LTD (MIAMI FL)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
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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