Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Roensch is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the securities industry since 2011. Jennifer holds a Series 7, Series 66 and SIE license. Jennifer is registered in 20 states and the District of Columbia. Jennifer was previously registered with Securian Financial Services, Inc.. Jennifer's current firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a well-established and reputable firm with a significant number of licensed agents and investment adviser representatives. Jennifer and her firm are focused on providing a wide range of advisory services, including portfolio management, financial planning, and pension consulting.
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
VA
11/06/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALEXANDRIA VA)
MD
02/24/2011 - 11/08/2019
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
BOTH
Issued 03/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2011
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
Not sure Jennifer Roensch is the right advisor for you? Invested Better is here to help.
