Unclaimed
Jennifer Detandt is a financial advisor with UBS Financial Services Inc. in HUNT VALLEY, MD. Jennifer Detandt has been in the industry for over 10 years. Jennifer is registered with FINRA and has a Series 66 license. Jennifer has a history of working at RBC CAPITAL MARKETS, LLC and Marshall Financial Group. Jennifer Detandt is also the owner and operator of Brightwood Farm LLC which provides horse boarding and training. Jennifer Detandt can provide a variety of services including 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.
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
MD
07/10/2024 - Present
UBS Financial Services Inc. (HUNT VALLEY MD)
MD
11/16/2022 - 04/03/2024
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
BOTH
Issued 06/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2021
SIE - Securities Industry Essentials 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
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