Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lee is a financial advisor registered with Citigroup Global Markets Inc. and has been in the industry since 2011. Jennifer is currently registered with the state of California and is actively involved in providing financial advice to individuals, corporations, and charitable organizations. Previously, Jennifer has worked with J.P. Morgan Securities LLC, Mirae Asset Wealth Management (USA) Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp. and AXA Advisors, LLC. Jennifer holds the Series 7 and Series 66 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/27/2023 - Present
Citigroup Global Markets Inc. (Los Angeles CA)
CA
11/14/2018 - 06/21/2023
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
10/05/2015 - 10/30/2018
MIRAE ASSET WEALTH MANAGEMENT (USA) INC. (Los Angeles CA)
CA
03/06/2012 - 10/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
11/23/2011 - 02/22/2012
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
CA
10/21/2010 - 06/02/2011
AXA ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 12/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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