Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Khallouf is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the financial services industry since 2019 and holds the Series 7, 63, and 66 licenses. Previously, Jennifer was a financial advisor at Wells Fargo Clearing Services, LLC. Jennifer is registered with the states of Arizona, California, Colorado, Florida, Kansas, Maine, Massachusetts, Michigan, Nevada, New Mexico, Texas, and Utah. Jennifer provides financial services to a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jennifer also provides financial planning, portfolio management, and other investment services to her clients.
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
AZ
08/30/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TUCSON AZ)
AZ
11/06/2019 - 03/08/2022
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
BOTH
Issued 6/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/6/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/16/2019
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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