Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Margason is a financial advisor with over 20 years of experience in the industry. Jennifer is registered with Morgan Stanley and has held previous roles with UBS Financial Services Inc., Fifth Third Securities, Inc., Bisys Fund Services Limited Partnership, NatCity Investments, Inc., and Charles Schwab & Co., Inc. Jennifer has a strong background in financial planning, portfolio management, and asset allocation advice. Jennifer is committed to providing personalized financial advice to help clients reach 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
IN
04/16/2012 - Present
Morgan Stanley (Indianapolis IN)
IN
04/30/2004 - 04/11/2012
UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)
OH
09/18/2003 - 04/27/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
ME
02/06/2003 - 10/01/2003
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
OH
06/19/2000 - 09/10/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
06/11/1998 - 03/23/1999
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
TX
11/26/1997 - 06/08/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OH
02/03/1997 - 11/18/1997
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IA
Issued 11/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jennifer Margason is the right advisor for you? Invested Better is here to help.
