Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Walker is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has over 25 years of experience in the financial services industry. Jennifer is registered with the state securities regulators of 53 states and is also licensed with the Financial Industry Regulatory Authority (FINRA) in the state of New Mexico. Jennifer specializes in helping high net worth individuals, corporations, and charitable organizations build their wealth. Jennifer has a wide range of experience in the financial services industry and has worked with clients on a wide range of financial needs, including retirement planning, college savings, estate planning, and insurance. Jennifer is committed to providing her clients with personalized financial advice and guidance.
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
NC
11/30/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RALEIGH NC)
IA
Issued 12/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/1996
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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