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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 Nakagaki is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since 2018. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jennifer worked as a financial advisor at Fidelity Brokerage Services LLC. Jennifer holds Series 7, Series 63, Series 65, and SIE licenses. Jennifer is registered in multiple states. Jennifer provides portfolio management for individuals and businesses, as well as 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
02/25/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
12/20/2018 - 12/02/2021
FIDELITY BROKERAGE SERVICES LLC (DUBLIN CA)
IA
Issued 06/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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