Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Marie Owens is a registered representative with Planmember Securities Corp. based in Carpinteria, California. Jennifer has been in the financial services industry since 2000. Jennifer has a broad range of experience in the financial services industry, including working with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., DATEK ONLINE FINANCIAL SERVICES LLC, and DATEK ONLINE BROKERAGE SERVICES LLC. Jennifer holds a Series 7, Series 24, Series 4, Series 55, Series 57TO, and Series 63 license and is registered to conduct business in California. Jennifer specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Provides investment supervisory services
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.
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2
CA
09/29/2010 - Present
Planmember Securities Corp. (CARPINTERIA CA)
NY
04/02/2007 - 05/21/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
12/12/2002 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
06/30/2001 - 09/26/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
07/11/2000 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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