Invested Better
Unclaimed

Unclaimed

Unclaimed

Jennifer Marie Firlings

BNY Mellon Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jennifer? Claim Your Profile

About Jennifer Marie Firlings

Jennifer Marie Firlings is a licensed financial professional who has been in the financial services industry since July 14, 2001. Jennifer Marie Firlings is currently registered with BNY Mellon Securities Corp. and is licensed to provide investment advice and services to individual investors, corporations, and other businesses in 53 states and jurisdictions. Jennifer Marie Firlings has a proven track record of success in the financial services industry. Jennifer Marie Firlings is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Jennifer Firlings is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corp. is a Corporation formed in January 1968 and headquartered in NEW YORK, NY. The firm sponsors a wrap fee program and serves as a portfolio manager or model provider to third party wrap program sponsors. They manage approximately $6,124,034,792 in client assets, primarily for individuals, corporations, and other investment advisors. The firm is registered with the SEC and in all 50 states.
BNY Mellon Securities Corp.

240 GREENWICH STREET

NEW YORK, NY 10286-0001

$6.12B

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jennifer Firlings’s Registration & Firm History

NY

12/11/2019 - Present

BNY Mellon Securities Corp. (New York NY)

NY

06/01/2009 - 12/04/2019

MORGAN STANLEY (PURCHASE NY)

NY

05/01/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)

NY

08/02/2006 - 04/16/2008

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

09/13/2002 - 07/05/2006

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)

NY

07/17/2000 - 10/31/2001

CIBC WORLD MARKETS CORP. (NEW YORK NY)

Not sure if Jennifer Marie Firlings is right for you?

Licenses & Designations

BC

Issued 08/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Marie Firlings.
Not sure if Jennifer Marie Firlings is right for you?