Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Coffey is a financial advisor registered with UBS Financial Services Inc. Jennifer has over 22 years of experience in the financial services industry. Jennifer's previous experience includes roles at Morgan Stanley and Citigroup Global Markets Inc. Jennifer has a broad range of experience, specializing in financial planning, portfolio management, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
GA
09/19/2019 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
05/05/2011 - 09/23/2019
MORGAN STANLEY (ATLANTA GA)
GA
06/18/1997 - 09/06/2007
CITIGROUP GLOBAL MARKETS INC. (ALPHARETTA GA)
BOTH
Issued 2/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 6/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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