Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Oprinski is a financial advisor who has been in the industry since April 2002. Jennifer has a wide range of experience, including working with Merrill Lynch, Pierce, Fenner & Smith Inc. and BANC OF AMERICA INVESTMENT SERVICES, INC. Jennifer is registered with both the state and federal governments and holds a variety of licenses, including Series 63, 65, 7, 9, 10, 31 and SIE. Jennifer currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide financial advice in 31 states. Jennifer provides a variety of financial services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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
MI
07/26/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLINTON TOWNSHIP MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHESTERFIELD TWP MI)
MI
04/02/2002 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHESTERFIELD TWP MI)
IA
Issued 01/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
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
Not sure Jennifer Oprinski is the right advisor for you? Invested Better is here to help.
