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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 Klonowski is a registered investment advisor with Morgan Stanley. Jennifer has been in the financial services industry for over 30 years and holds a variety of licenses and certifications, including Series 7, Series 3, Series 63, and Series 66. Jennifer has a strong background in providing financial advice to individuals and families. Jennifer is committed to helping her clients achieve their financial goals. Jennifer has held previous positions at EDWARD JONES and CAPITAL MANAGEMENT PARTNERS, INC. Jennifer has been associated with Morgan Stanley since June 2022.
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
IL
07/08/2022 - Present
Morgan Stanley (Oak Brook IL)
IL
09/13/2019 - 06/14/2022
EDWARD JONES (Wheaton IL)
NA
10/11/1990 - 01/20/1993
CAPITAL MANAGEMENT PARTNERS, INC.
NA
11/21/1986 - 03/30/1989
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 11/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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