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Jennifer Lakin

Morgan Stanley Distribution, Inc.

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About Jennifer Lakin

Jennifer Lakin is a financial professional with a focus on securities operations. Jennifer currently works at Morgan Stanley Distribution, Inc. and Prime Dealer Services Corp. and Wealthpenn.comllc. Previously, Jennifer was affiliated with E*TRADE SECURITIES LLC. Jennifer holds the Series 99TO and SIE exams.

Firm Information

Jennifer Lakin is currently registered with Morgan Stanley Distribution, Inc.. Morgan Stanley Distribution, Inc. is a Corporation formed in February 1992. The firm is registered with the SEC and in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

78

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jennifer Lakin’s Registration & Firm History

NY

07/19/2023 - Present

Morgan Stanley Distribution, Inc. (NEW YORK NY)

NJ

07/19/2023 - 09/05/2023

E*TRADE SECURITIES LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 03/30/2021

Series 99TO - Operations Professional Examination

BC

Issued 03/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Lakin.
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