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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ming is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer is a registered representative with both FINRA and the states of Texas and California. Jennifer Ming has been a financial advisor for over 13 years, and has a wealth of experience helping individuals and families reach their financial goals. Jennifer is passionate about helping her clients achieve their financial goals, and she takes a personalized approach to meet each client's unique needs. Jennifer has a strong focus on working with high-net-worth individuals and families. Jennifer has a strong background in investment management, and is committed to providing her clients with sound financial advice. Jennifer Ming is a valuable resource for anyone looking for financial advice.
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
OR
10/23/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAKE OSWEGO OR)
OR
02/11/2008 - 09/29/2020
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
OR
03/29/2007 - 07/17/2007
EDWARD JONES (PORTLAND OR)
BOTH
Issued 04/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
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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