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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 Wall campbell is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Frisco, Texas. Jennifer has been in the industry since 2002 and has held previous roles with U.S. Bancorp Investments, Inc., PrimeVest Financial Services, Inc., and Banc of America Investment Services, Inc. Jennifer is a registered Investment Advisor Representative in Texas and holds Series 6, 7, 63, and 65 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.
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
TX
09/20/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
07/22/2010 - 09/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
03/14/2007 - 05/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)
MN
12/10/2002 - 10/09/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
09/13/2002 - 10/25/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
05/21/2001 - 07/12/2002
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 09/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative 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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