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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 Cartagena is a financial advisor who has been in the industry for over 10 years. Jennifer is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Jennifer's expertise includes portfolio management, financial planning, and pension consulting. Jennifer is a Series 6, 7, 10, 63, 66, and SIE licensed professional. In addition to her work at Merrill Lynch, Jennifer is also involved with Cartagena Group LLC, which is a limited liability company.
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
NJ
09/13/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHORT HILLS NJ)
NJ
10/01/2012 - 11/24/2015
J.P. MORGAN SECURITIES LLC (MILLBURN NJ)
NJ
01/14/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BOUND BROOK NJ)
BOTH
Issued 07/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2010
Series 6 - Investment Company Products/Variable Contracts 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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