Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Merrill Whitehouse is a financial advisor who has been in the industry since June 6, 1995. Jennifer is currently registered with Lazard Asset Management Securities LLC, where she has worked since January 6, 2015. Jennifer has a Series 63 license, as well as a Series 6, Series 7, Series 31, and SIE license. Jennifer has been registered in 52 states, as well as the District of Columbia and Puerto Rico. Prior to joining Lazard Asset Management Securities LLC, Jennifer was employed by Destra Capital Investments LLC, Sun Life Financial Distributors, Inc., Lincoln Financial Distributors, Inc., Capital Brokerage Corporation, Phoenix Equity Planning Corporation, Liberty Funds Distributor, Inc., and Keyport Financial Services Corp.
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.
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2
NY
01/06/2015 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
MT
04/16/2012 - 01/06/2015
DESTRA CAPITAL INVESTMENTS LLC (BOZEMAN MT)
MA
06/03/2009 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
PA
06/18/2007 - 05/29/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
VA
06/06/2001 - 05/31/2007
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
02/11/2000 - 05/11/2001
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
07/15/1999 - 12/15/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
11/10/1994 - 07/15/1999
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
BC
Issued 07/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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