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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 Lynn Davis is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer Lynn Davis is also registered with the states of New Jersey and Pennsylvania. Jennifer Lynn Davis has been in the financial services industry since 2006. Jennifer Lynn Davis is a general securities representative and has been in the securities industry since 2006. Jennifer Lynn Davis is a general securities principal and has been in the securities industry since 2006. Jennifer Lynn Davis has her Series 7, 9, 10, 24 and 66 registrations. Jennifer Lynn Davis is located in Pennington, NJ, and has been with Merrill Lynch since July 2006. Jennifer Lynn Davis specializes in providing investment advice to individuals, corporations, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
08/13/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTON FL)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 05/26/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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