Unclaimed
Jennifer Snow is a financial advisor at UBS Financial Services Inc. in Peabody, MA. Jennifer Snow has been in the industry for 21 years and has a Series 7, Series 9, Series 10, and Series 66 licenses. Jennifer Snow specializes in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Jennifer Snow also has experience with financial planning, portfolio management, and retirement planning. Jennifer Snow is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MA
01/26/2016 - Present
UBS Financial Services Inc. (PEABODY MA)
MA
03/02/2015 - 01/12/2016
MORGAN STANLEY (MIDDLETON MA)
MA
05/21/2002 - 02/19/2015
UBS FINANCIAL SERVICES INC. (PEABODY MA)
BOTH
Issued 10/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jennifer Snow is the right advisor for you? Invested Better is here to help.