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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 Herman is a financial advisor at Morgan Stanley. Jennifer has been in the industry since March 1998 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jennifer holds Series 7, Series 63, and Series 65 licenses and is registered in multiple states. Jennifer is committed to providing her clients with comprehensive financial planning services. Jennifer specializes in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, 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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
04/02/2020 - Present
Morgan Stanley (Grosse Pointe Farms MI)
MI
08/09/2004 - 11/11/2016
LPL FINANCIAL LLC (BLOOMFIELD HILLS MI)
IN
03/09/2000 - 02/12/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/09/2000 - 02/12/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
04/14/2000 - 04/25/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
06/16/1998 - 12/23/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
06/25/1997 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 08/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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