Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Yan is a financial advisor with Perella Weinberg Partners LP in San Francisco, CA. Jennifer is a registered representative with Series 79, 79TO, and SIE licenses. Jennifer has been in the financial services industry since 2014. Jennifer was previously employed at Leerink Partners LLC.
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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CA
01/23/2023 - Present
Perella Weinberg Partners LP (SAN FRANCISCO CA)
CA
07/25/2014 - 07/01/2016
LEERINK PARTNERS LLC (SAN FRANCISCO CA)
BC
Issued 02/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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