Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Raines is an investment advisor representative who has been in the securities industry for over 25 years. Jennifer is currently registered with Morgan Stanley in Berwyn, PA. Prior to joining Morgan Stanley, Jennifer worked for Morgan Stanley & Co. Incorporated and UBS Financial Services Inc. Jennifer is licensed to sell securities in multiple states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
05/05/2020 - Present
Morgan Stanley (Berwyn PA)
PA
03/06/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CONSHOHOCKEN PA)
PA
03/02/2004 - 03/20/2008
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NJ
03/20/1995 - 11/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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