Unclaimed
Jennifer Parks is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since 2014 and has experience with SII INVESTMENTS, INC. and ARVEST ASSET MANAGEMENT. Jennifer has a Series 7, Series 66, and SIE license. Jennifer specializes in providing financial advice to individuals, businesses, and corporations. Jennifer's expertise includes portfolio management, investment planning, and wealth management. Jennifer's goal is to provide clients with the guidance and resources they need to achieve their financial goals.
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
07/06/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
OK
07/22/2015 - 05/22/2017
SII INVESTMENTS, INC. (TULSA OK)
OK
03/03/2014 - 08/12/2014
ARVEST ASSET MANAGEMENT (TULSA OK)
BOTH
Issued 04/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities 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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