Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Wallace is a financial advisor with over 20 years of experience in the industry. She is currently registered with Fidelity Brokerage Services LLC and has been with the firm since 2022. Previously, Jennifer worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, E*TRADE Securities LLC, and TD Waterhouse Investor Services, Inc. She has a broad range of experience in the financial services industry and holds several licenses and registrations, including Series 7, Series 63, and Series 65.
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.
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.
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2
CA
07/05/2022 - Present
Fidelity Brokerage Services LLC (SACRAMENTO CA)
OR
02/24/2021 - 04/05/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
NY
12/18/2018 - 06/10/2019
MORGAN STANLEY (PURCHASE NY)
OR
10/16/2006 - 01/19/2017
E*TRADE SECURITIES LLC (PORTLAND OR)
NE
05/11/1998 - 02/03/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CO
12/19/1997 - 05/05/1998
BROKERAGE ADMINISTRATORS CORPORATION (ENGLEWOOD CO)
IA
Issued 06/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/09/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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