Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Marsh is a financial advisor with over 13 years of experience in the financial services industry. Jennifer is currently registered with Rockefeller Financial LLC in Atlanta, Georgia and is also licensed in Texas. Jennifer holds FINRA Series 7, 31, and 66 licenses as well as the SIE. She is a Certified Financial Planner and specializes in retirement planning, investment management, and financial planning for high-net-worth individuals. Jennifer previously worked at Morgan Stanley and Citigroup Global Markets 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.
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.
A percentage of the total value of assets under management is charged.
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GA
03/11/2022 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
05/11/2020 - 03/17/2022
MORGAN STANLEY (Atlanta GA)
GA
06/01/2009 - 11/11/2016
MORGAN STANLEY (ATLANTA GA)
TX
04/01/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
BOTH
Issued 06/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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