Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Buhl is a financial advisor who has been in the industry since 2007. Jennifer is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer is licensed to provide investment advice in Arizona, California, Colorado, Hawaii, Idaho, Illinois, Kentucky, Maryland, Minnesota, Nevada, New York, North Carolina, Oregon, South Carolina, Tennessee, Texas, Utah, Vermont, Washington, and Wisconsin. Jennifer has a strong background in financial planning and portfolio management. Jennifer is committed to providing her clients with personalized financial advice and guidance. Jennifer has experience working with a variety of clients, including individuals, families, 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.
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
CA
03/18/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN MATEO CA)
CA
03/06/2009 - 09/26/2011
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
12/10/2008 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
08/24/2007 - 11/24/2008
WACHOVIA SECURITIES, LLC (SAN LEANDRO CA)
BOTH
Issued 09/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2007
Series 6 - Investment Company Products/Variable Contracts 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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