Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Phillips is a registered representative with Forge Securities LLC, a firm with offices in San Francisco, CA. Jennifer has been in the securities industry since 2007.
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.
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.
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2
CA
05/20/2013 - Present
Forge Securities LLC (SAN FRANCISCO CA)
CA
03/26/2021 - 10/12/2021
FORGE MARKETS LLC (San Francisco CA)
CA
12/07/2010 - 08/01/2011
JEFFERIES & COMPANY, INC. (SAN FRANCISCO CA)
CA
02/09/2009 - 10/12/2010
BANC OF AMERICA SECURITIES LLC (SAN FRANCISCO CA)
NY
04/26/2005 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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