Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Bernard is a financial advisor currently registered with Raymond James & Associates, Inc. Jennifer has been in the industry since 2001 and is licensed in 51 states and the District of Columbia. Jennifer previously worked at MORGAN KEEGAN & COMPANY, INC., PFIC SECURITIES CORPORATION, MORGAN STANLEY DW INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Jennifer holds Series 7, Series 9, Series 10, Series 31, and SIE licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
02/13/2013 - Present
Raymond James & Associates, Inc. (BATON ROUGE LA)
LA
07/28/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BATON ROUGE LA)
TN
09/11/2002 - 08/03/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
08/30/2001 - 08/15/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
06/29/2001 - 08/01/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/29/2001 - 08/01/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 06/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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