Unclaimed
Jennifer Kempf is a financial advisor with over 15 years of experience in the industry. Jennifer has a strong background in securities and investment advisory, and she is registered to provide services in multiple states. Jennifer currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. and has also previously worked for BANC OF AMERICA INVESTMENT SERVICES, INC. and LASALLE FINANCIAL SERVICES, INC. Jennifer specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Jennifer is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MI
02/15/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANN ARBOR MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LANSING MI)
MI
03/19/2007 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (LANSING MI)
IA
Issued 06/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2007
Series 6 - Investment Company Products/Variable Contracts 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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