Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Bird is a registered representative with MML Investors Services, LLC. She has been in the financial services industry since 1999. Jennifer holds Series 6, 7, and 66 licenses as well as the SIE exam. Previously Jennifer was a registered representative at Morgan Stanley Smith Barney, First Allied Securities, Inc., First Montauk Securities Corp., Advest, Inc., Citigroup Global Markets Inc., Morgan Stanley DW Inc., and Pruco Securities Corporation. Jennifer provides advisory services including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
04/07/2011 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
09/13/2010 - 03/22/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
12/09/2008 - 09/15/2010
FIRST ALLIED SECURITIES, INC. (NEW YORK NY)
NY
05/23/2006 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (NEW YORK NY)
CT
05/10/2005 - 11/07/2005
ADVEST, INC. (HARTFORD CT)
NY
02/11/2004 - 05/20/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/09/2001 - 02/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
09/03/1998 - 07/24/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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