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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 Davis-papa is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Royal Oak, MI. Jennifer has been in the industry since October 2008 and holds Series 7, 9, 10, 63 and 65 licenses. Jennifer has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Jennifer is committed to providing her clients with personalized financial advice and helping them 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.
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
CA
01/06/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
09/06/2018 - 11/20/2018
PATRICK CAPITAL MARKETS, LLC (Corona del Mar CA)
MI
11/07/2012 - 08/06/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (TROY MI)
MI
02/02/2007 - 10/11/2012
PRINCOR FINANCIAL SERVICES CORPORATION (GRAND RAPIDS MI)
MI
08/17/2005 - 12/20/2006
LASALLE FINANCIAL SERVICES, INC. (WYOMING MI)
BC
Issued 08/27/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
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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