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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Holden is a financial advisor with over 27 years of experience in the industry. Jennifer has a strong track record of helping clients achieve their financial goals, with experience in both investment advisory and brokerage services. Jennifer's focus is on providing personalized financial planning, investment management and asset allocation advice to a wide range of clients, including individuals, families, businesses and institutions. Currently, Jennifer is registered with Morgan Stanley and has been with them since 2016.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/05/2024 - Present
Morgan Stanley (Jacksonville FL)
NY
04/01/2006 - 06/22/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
10/08/2003 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
PA
06/29/2001 - 07/16/2003
DIRECTED SERVICES, INC. (WEST CHESTER PA)
CT
08/18/2000 - 07/05/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
NY
08/16/1994 - 04/05/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/15/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1994
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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