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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 Sue Hall is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since January 2001 and has held previous positions at Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. Jennifer has a Series 7, Series 31, Series 63, and SIE. Jennifer is registered in 35 states and is also an Investment Advisor Representative. Jennifer's specializations include investments, retirement planning, college planning, estate planning, and insurance. Jennifer is dedicated to providing her clients with personalized financial advice and guidance.
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
OH
07/30/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CINCINNATI OH)
OH
06/01/2009 - 08/04/2015
MORGAN STANLEY (CINCINNATI OH)
OH
04/20/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
NJ
01/31/2001 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 05/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/30/2001
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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