Unclaimed
Jennifer Salmon is a financial advisor with UBS Financial Services Inc. in Weehawken, New Jersey. Jennifer has been working in the financial services industry since 2003. Jennifer has a Series 66 license, which allows her to provide investment advice to individuals and families. Jennifer also has Series 3, Series 7, Series 9 and Series 10 licenses, which enable her to offer a wide range of financial products and services. Jennifer’s previous experience includes roles at Morgan Stanley and UBS Financial Services Inc.
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.
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.
See schedule d - miscellaneous
1
2
NJ
04/24/2017 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NJ
10/26/2015 - 04/12/2017
MORGAN STANLEY (PARAMUS NJ)
NY
12/04/2003 - 11/06/2015
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
BOTH
Issued 05/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 3 - National Commodity Futures Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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