Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jae young Baick is an investment advisor representative at Mercer Global Advisors Inc. Jennifer has been in the industry since 1999 and is registered in Idaho, Oregon, Texas, Virginia and Washington. Jennifer holds the Series 7, Series 63, and Series 65 licenses. Jennifer is a Certified Financial Planner and has prior experience with Freestone Securities, LLC, Primevest Financial Services, Inc., Financial Network Investment Corporation, CitiCorp Investment Services, and Pruco Securities Corporation.
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.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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VA
04/10/2017 - Present
Mercer Global Advisors Inc. (Oakton VA)
WA
08/05/2014 - 01/07/2015
FREESTONE SECURITIES, LLC (SEATTLE WA)
CA
11/01/2007 - 02/12/2008
PRIMEVEST FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
08/24/2007 - 10/26/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (LOS ANGELES CA)
NY
11/17/2003 - 09/08/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
06/02/1999 - 11/24/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 05/22/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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