Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Meyette is a financial advisor at Rockefeller Financial LLC, a firm with more than $50 billion in assets under management. Jennifer has been in the financial services industry since 1995 and has a deep understanding of the markets and a strong track record of success. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Jennifer holds the Series 7, 9, 10, 23, 24, 63 and 82TO licenses. Jennifer is registered to provide investment advice in all 50 states and Puerto Rico.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/18/2023 - Present
Rockefeller Financial LLC (Saratoga Springs NY)
NY
04/08/2019 - 05/05/2023
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
09/22/2003 - 04/09/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
10/09/1996 - 12/11/2003
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
06/20/1995 - 08/20/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/28/2014
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 05/02/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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