Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer McPartlin is a financial advisor at UBS Financial Services Inc. Jennifer has been in the industry since 1997. Jennifer has licenses in Michigan, Texas, and several other states. Jennifer also previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PRINCETON FUNDS DISTRIBUTOR, INC. Jennifer is a registered representative and investment advisor. Jennifer offers a range of financial services, including financial planning, portfolio management for businesses and individuals, publication of periodicals, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
MI
09/04/2012 - Present
UBS Financial Services Inc. (TROY MI)
MI
03/15/2000 - 09/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
NY
11/25/1997 - 03/03/2000
PRINCETON FUNDS DISTRIBUTOR, INC. (NEW YORK NY)
IA
Issued 12/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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