Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Morello is a financial advisor at Stonex Financial Inc. in Boca Raton, FL. Jennifer has been in the financial services industry since 1999 and holds the Series 7, Series 24, Series 55, Series 57TO, Series 79TO, Series 99TO, and SIE licenses. Jennifer has previously worked at INTL CUSTODY & CLEARING SOLUTIONS INC., STERNE, AGEE & LEACH, INC., FIRST AMERICAN CAPITAL AND TRADING CORPORATION, JEFFERSON PILOT SECURITIES CORPORATION, SUSQUEHANNA FINANCIAL GROUP, LLLP, LEERINK SWANN & COMPANY, JEFFERIES & COMPANY, INC., and ING BARINGS LLC.
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.
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.
1
2
FL
11/13/2013 - Present
Stonex Financial Inc. (BOCA RATON FL)
FL
08/21/2017 - 08/31/2018
INTL CUSTODY & CLEARING SOLUTIONS INC. (Boca Raton FL 33431 FL)
FL
12/01/2016 - 07/11/2017
STERNE, AGEE & LEACH, INC. (BOCA RATON FL)
FL
12/07/2005 - 11/22/2013
FIRST AMERICAN CAPITAL AND TRADING CORPORATION (BOCA RATON FL)
IN
01/03/2005 - 12/08/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
PA
02/04/2004 - 09/27/2004
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
MA
07/09/2002 - 01/09/2004
LEERINK SWANN & COMPANY (BOSTON MA)
NY
05/02/2001 - 07/08/2002
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
04/23/1999 - 03/02/2001
ING BARINGS LLC (NEW YORK NY)
BC
Issued 05/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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