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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 Kim Collins is an investment advisor representative with Morgan Stanley. Jennifer has been in the industry since 2010. Jennifer has been registered with 53 states. Jennifer has passed the Series 66, Series 9, Series 10, Series 7 and SIE exams. Jennifer also has experience with Robert W. Baird & Co. Incorporated, Citigroup Global Markets Inc., and Wells Fargo Advisors, LLC. Jennifer is registered with FINRA and a member of the Texas Securities Board. Jennifer has experience working with individual clients, investment clubs, corporations, insurance companies, investment companies, charitable organizations, banking institutions, and pension plans. Jennifer is also experienced in financial planning, pension consulting, and asset allocation 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
04/27/2023 - Present
Morgan Stanley (Mclean VA)
VA
08/26/2019 - 04/09/2023
ROBERT W. BAIRD & CO. INCORPORATED (McLean VA)
VA
03/24/2015 - 09/16/2019
CITIGROUP GLOBAL MARKETS INC. (Reston VA)
VA
03/28/2013 - 02/10/2015
WELLS FARGO ADVISORS, LLC (ASHBURN VA)
DC
06/16/2010 - 01/11/2013
PNC INVESTMENTS (WASHINGTON DC)
BOTH
Issued 04/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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