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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 Regev is a financial advisor with over 13 years of experience in the financial services industry. Jennifer is currently registered with Morgan Stanley and holds Series 7, 7TO, SIE and 66 licenses. Jennifer has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Jennifer is committed to helping clients achieve their financial goals and providing them with the highest level of service. Jennifer is a dedicated professional with a passion for helping clients achieve their financial goals. She is a strong advocate for her clients and works tirelessly to ensure that they are well-informed and confident in their investment decisions.
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.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
08/15/2022 - Present
Morgan Stanley (Beverly Hills CA)
CA
07/11/2012 - 03/22/2013
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
CA
06/01/2009 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)
CA
01/28/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
BOTH
Issued 08/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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