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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer McGlynn is a registered investment advisor representative with Morgan Stanley. Jennifer has been in the industry since 2001. Jennifer has a Series 65 and Series 63 state exam as well as the Series 7, Series 3, Series 10, Series 9, and Series 31 product exams. Jennifer is registered in 55 states, including Pennsylvania and Texas, and has worked for several other firms in the past including Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., and FISERV Securities, Inc.
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
06/02/2022 - Present
Morgan Stanley (West Conshohocken PA)
PA
09/21/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PHILADELPHIA PA)
DC
04/19/2002 - 09/11/2007
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
PA
05/25/2001 - 03/04/2002
FISERV SECURITIES, INC. (PHILADELPHIA PA)
IA
Issued 05/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/06/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/2001
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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