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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 Siciliano is a financial advisor with Morgan Stanley. Jennifer has been in the industry since January 4, 2005 and holds a Series 7, Series 63, Series 65, Series 86 and Series 87 license. Jennifer is registered in multiple states including California, Florida, Hawaii, Louisiana, Maryland, Mississippi, Nevada, New Jersey, New York, North Carolina, Oregon, Texas and Virginia. Prior to joining Morgan Stanley, Jennifer was employed at JMP Securities LLC and Wells Fargo Securities, LLC. Jennifer works with a range of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
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
CA
07/02/2014 - Present
Morgan Stanley (San Francisco CA)
CA
04/26/2005 - 03/10/2010
JMP SECURITIES LLC (SAN FRANCISCO CA)
CA
11/19/2004 - 03/21/2005
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
IA
Issued 06/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/17/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/18/2004
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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