Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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