Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Van nest is a financial advisor with over 15 years of experience in the financial industry. Jennifer is currently registered with UBS Financial Services Inc. Jennifer has a broad range of experience in the financial industry, having worked at UBS Securities LLC, Barclays Capital Inc., and Citigroup Global Markets Inc. Jennifer's expertise lies in portfolio management for individuals and businesses. Jennifer is also a registered principal and holds several industry licenses, including Series 7, Series 24, Series 63, and Series 79TO.
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
NJ
09/23/2015 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
03/30/2010 - 06/30/2020
UBS SECURITIES LLC (NEW YORK NY)
NY
04/10/2008 - 02/12/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
01/05/2005 - 04/07/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2005
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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