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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 Van kleeck is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the financial services industry since 1999 and holds a variety of licenses and registrations, including Series 3, 7, 9, 10, 63 and 65. Jennifer works with a wide range of clients including individuals, high net worth individuals, businesses, pension and profit-sharing plans, corporations and charitable organizations. Jennifer is dedicated to providing her clients with comprehensive financial advice, including investment management, retirement planning, and wealth management services.
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
CA
10/19/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEVERLY HILLS CA)
CA
06/01/2009 - 10/31/2012
MORGAN STANLEY (BEVERLY HILLS CA)
CA
09/21/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
CA
03/03/2000 - 09/25/2000
CROWELL, WEEDON & CO. (LOS ANGELES CA)
AZ
01/01/1999 - 11/23/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 08/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 3 - National Commodity Futures Examination
BC
Issued 12/28/1998
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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