Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Walley is a registered representative at Morgan Stanley. Jennifer has been in the financial industry since 2017, and has worked for several other firms in the past, including LPL Financial LLC and Thrivent Investment Management Inc. Jennifer is licensed to sell securities in several states, including Mississippi, Texas, and others. Jennifer holds a Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Morgan Stanley is a large firm with over $10 billion in assets under management. The firm provides a wide range of investment services, including financial planning, portfolio management, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MS
07/18/2023 - Present
Morgan Stanley (RIDGELAND MS)
MS
08/06/2019 - 04/17/2023
LPL FINANCIAL LLC (MADISON MS)
MS
03/14/2019 - 05/24/2019
THRIVENT INVESTMENT MANAGEMENT INC. (Ridgeland MS)
MS
07/12/2017 - 10/11/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGELAND MS)
BOTH
Issued 08/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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