Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Breitling is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in 42 states. Jennifer is a Series 66, Series 7 and SIE licensed professional. Jennifer is a veteran of the industry with over 20 years of experience. Jennifer has held positions at Merrill Lynch, Pierce, Fenner & Smith Inc. in both New York and Boston. Jennifer currently holds a branch office location at 100 Federal Street in Boston, MA. Jennifer is specialized in the areas of Investment advisory services, Performance measurement reports, Allocation modeling, IPS, Research reports and services, Portfolio Management for businesses, Portfolio management for individuals, Pension consulting, and Educational seminars.
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
MA
03/18/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
NY
01/29/2002 - 09/15/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General 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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