Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Bruehl is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Woodland Hills, CA. Jennifer has been working in the financial services industry since 1996. Previously Jennifer was employed with Morgan Stanley and Wells Fargo Advisors. Jennifer holds a Series 7, Series 31 and Series 63 license and is licensed to provide financial advice in 32 states.
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
CA
06/09/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WOODLAND HILLS CA)
CA
01/03/2011 - 06/12/2017
MORGAN STANLEY (WOODLAND HILLS CA)
CA
07/01/2003 - 01/06/2011
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
NY
02/21/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/22/1996 - 02/28/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1996
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
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