Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jill Massey is a financial advisor with over 18 years of experience in the industry. Jennifer is currently registered with Rockefeller Financial LLC, a firm with more than $50 billion in assets under management. Jennifer has previously worked with UBS Financial Services Inc. and Deutsche Bank Securities Inc. Jennifer holds Series 66, 7, and SIE licenses and has been registered in several states including Texas, Arizona, California, Colorado, Delaware, Florida, Georgia, Louisiana, Massachusetts, Nevada, New Jersey, New Mexico, New York, Ohio, Tennessee, Utah, and Washington. Jennifer specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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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2
TX
06/05/2020 - Present
Rockefeller Financial LLC (Houston TX)
TX
05/02/2014 - 06/16/2020
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
01/15/2010 - 05/13/2014
DEUTSCHE BANK SECURITIES INC. (HOUSTON TX)
TX
09/20/2005 - 01/25/2010
UBS FINANCIAL SERVICES INC. (BRYAN TX)
CA
01/01/2005 - 08/22/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 06/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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