Unclaimed
Jennifer Ng is a financial advisor with Janney Montgomery Scott LLC. Jennifer has been in the industry since 2016 and has a Series 7TO, SIE and Series 66 license. Jennifer is registered in 48 states as a Broker-Dealer and in 2 states as an Investment Advisor. Jennifer has a wide range of experience working with individual investors, businesses, and high-net-worth individuals. Jennifer's firm has $85.8 billion in assets under management and serves over 226,000 clients. Jennifer's specialization include services such as financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
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.
Fee plus commission
1
2
NY
07/27/2021 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
BOTH
Issued 08/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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