Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Godsey is a financial advisor who has been in the industry since 1994. Jennifer is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has a wide range of experience in the financial services industry, having previously worked with Wachovia Securities, LLC, Evergreen Investment Services, Inc., and First Union Brokerage Services, Inc. Jennifer holds Series 6, 7, 63 and 66 licenses and the SIE. Jennifer also has experience providing advisory services to individuals and businesses and specializes in portfolio management for businesses and individuals. Jennifer's client base is primarily composed of high-net-worth individuals, charitable organizations, and corporations.
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
NC
03/19/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
01/09/2001 - 03/10/2009
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
03/04/1998 - 01/03/2001
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
10/14/1993 - 12/09/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 11/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1993
Series 6 - Investment Company Products/Variable Contracts 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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