Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Susan Kennedy is an active financial advisor licensed with UBS Financial Services Inc. and holds Series 63, 66, 7 and SIE licenses. Jennifer has been in the industry since 2001. Jennifer has experience with J.P. Morgan Securities LLC, Cambridge Investment Research, Inc. and Morgan Keegan & Company, Inc. in addition to UBS. Jennifer's expertise is with financial planning, portfolio management for businesses and individuals and pension consulting. UBS Financial Services Inc. has over $700 billion in regulatory assets under management and offers a range of services including portfolio management, financial planning, pension consulting, publication of periodicals, selection of other advisors and educational seminars. Jennifer's current office is located at 3560 Lenox Road NE Suite 2800 in Atlanta, GA.
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
GA
04/11/2022 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
09/23/2020 - 02/17/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Milton GA)
GA
04/01/2016 - 08/24/2018
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
11/08/2013 - 03/30/2016
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
NJ
09/02/2009 - 11/18/2013
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
GA
04/04/2008 - 03/18/2009
STANFORD GROUP COMPANY (ATLANTA GA)
GA
10/16/2006 - 04/08/2008
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
04/17/2001 - 06/19/2006
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BOTH
Issued 07/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
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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