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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 Tokioka is an investment advisor representative with Morgan Stanley. Jennifer has been working in the financial industry since 1999 and has a wide range of experience. Jennifer has been registered with Morgan Stanley since 2013, and previously worked at UBS Financial Services Inc.. Jennifer holds several licenses and certifications including Series 3, 7 and 66. Jennifer is dedicated to providing her clients with the highest quality financial advice and services. Jennifer is committed to helping her clients achieve their financial goals.
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
CA
07/16/2021 - Present
Morgan Stanley (San Francisco CA)
CA
01/15/2016 - 07/08/2021
UBS FINANCIAL SERVICES INC. (SAN MATEO CA)
CA
05/28/2013 - 12/16/2015
MORGAN STANLEY (MENLO PARK CA)
CA
09/10/1999 - 02/11/2013
UBS FINANCIAL SERVICES INC. (PALO ALTO CA)
BOTH
Issued 10/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2008
Series 3 - National Commodity Futures Examination
BC
Issued 09/09/1999
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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