Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Malaney is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Raymond James & Associates, Inc. and holds a variety of licenses and certifications. Jennifer has been a Registered Representative with Raymond James & Associates, Inc. since 2017. Prior to joining Raymond James, Jennifer was an advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer provides financial advice to individuals, families, and businesses.
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.
Please see note in schedule d - miscellaneous
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
VT
03/09/2017 - Present
Raymond James & Associates, Inc. (Burlington VT)
VT
12/16/2008 - 03/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON VT)
VT
01/09/2008 - 12/10/2008
MORGAN STANLEY & CO. INCORPORATED (BURLINGTON VT)
VT
02/02/2000 - 04/07/2006
CITIGROUP GLOBAL MARKETS INC. (BURLINGTON VT)
NY
03/19/1998 - 01/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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