Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Susanne Morgan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has over 35 years of experience in the financial services industry. Jennifer specializes in providing financial advice and investment management services to individuals, families, and businesses. Jennifer is committed to helping clients achieve their financial goals, whether it's saving for retirement, funding a child's education, or building a legacy. Jennifer is also committed to providing exceptional customer service.
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
TX
02/23/1995 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
NA
06/07/1993 - 07/20/1995
NATIONSSECURITIES
MA
09/14/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
AR
04/25/1992 - 09/18/1992
POWELL & SATTERFIELD, INC. (LITTLE ROCK AR)
NY
01/24/1991 - 04/30/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/19/1989 - 08/30/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/12/1988 - 12/22/1989
ROTAN MOSLE INC.
NA
10/20/1987 - 04/05/1988
UNDERWOOD, NEUHAUS & CO., INCORPORATED
BOTH
Issued 11/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
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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