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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 Abate is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Jennifer has been working in the financial services industry since 2004 and has a wealth of experience in providing investment advice to individuals, businesses, and institutions. She specializes in helping clients develop personalized financial plans and investment strategies that meet their unique needs and goals. Jennifer holds the Series 31, Series 7 and Series 66 securities licenses, as well as the SIE. Jennifer is committed to providing her clients with the highest level of service and expertise. She believes that building strong relationships with her clients is essential to achieving their financial goals. Jennifer is a dedicated professional who is passionate about helping her clients achieve their financial aspirations.
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
VA
11/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RESTON VA)
VA
06/01/2009 - 12/16/2021
MORGAN STANLEY (RESTON VA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA ANA CA)
CA
01/03/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA ANA CA)
BOTH
Issued 01/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/30/2003
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
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