Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Sheng is a financial professional with over a decade of experience in the industry. Jennifer is currently registered with Citigroup Global Markets Inc. Previous roles include Deutsche Bank Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Securities LLC. Jennifer holds licenses including Series 7, 79, 63, and 24. Jennifer is registered to provide investment advice in all 50 states and the District of Columbia.
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.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/25/2019 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
08/27/2015 - 07/06/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/22/2012 - 08/18/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/21/2011 - 08/08/2012
UBS SECURITIES LLC (NEW YORK NY)
CA
05/19/2009 - 04/22/2010
GREENHILL & CO., LLC (LOS ANGELES CA)
CA
08/23/2006 - 05/20/2009
UBS SECURITIES LLC (LOS ANGELES CA)
BC
Issued 09/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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