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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 Patrice Robinson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with 28 approved state registrations and two approved Investment Advisor state registrations. Jennifer has been in the industry since August 2019. Jennifer holds the Series 7TO, SIE, Series 63 and Series 65 licenses. Jennifer specializes in financial planning, portfolio management for individuals and businesses, as well as pension consulting. Jennifer provides financial services to a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
GA
12/07/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
IA
Issued 06/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2019
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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