Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Soenens is a financial advisor with Goldman Sachs & Co. LLC. Jennifer has been in the financial services industry since 2012 and has experience working at several firms, including MORGAN STANLEY, STIFEL, NICOLAUS & COMPANY, INCORPORATED, and ROBERTSON STEPHENS SECURITIES. Jennifer holds FINRA Series 7, 9, 10, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) exam. Jennifer is registered in all states and is committed to providing clients with a wide range of financial services, including financial planning, portfolio management, and investment research.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
CA
11/20/2020 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
CA
01/26/2017 - 10/07/2020
MORGAN STANLEY (SAN FRANCISCO CA)
CA
09/14/2016 - 01/17/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
12/21/2015 - 08/17/2016
ROBERTSON STEPHENS SECURITIES (SAN FRANCISCO CA)
CA
06/05/2000 - 09/17/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NJ
10/27/1997 - 05/19/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 09/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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