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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Yanz is a financial advisor who has been in the industry since 1997. Currently, Jennifer is registered with Morgan Stanley in Chicago, Illinois and offers financial planning and portfolio management services to a variety of clients, including individuals, families, businesses, and institutions. Jennifer is licensed to sell securities in multiple states, and holds the Series 7, Series 9, Series 10, Series 55, and Series 66 licenses. Jennifer has previously worked for UBS Financial Services Inc., R.W. Smith & Associates, LLC, Duncan-Williams, Inc., Wolfe & Hurst Bond Brokers Inc., Carr Futures Inc., Bridge Trading Company, Prudential Securities Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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
IL
06/27/2018 - Present
Morgan Stanley (Chicago IL)
IL
07/16/2015 - 04/25/2017
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
02/23/2005 - 06/18/2015
R.W. SMITH & ASSOCIATES, LLC (CHICAGO IL)
TN
04/11/2005 - 05/05/2005
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
NJ
07/07/2004 - 02/15/2005
WOLFE & HURST BOND BROKERS INC. (JERSEY CITY NJ)
IL
09/05/2001 - 11/11/2003
CARR FUTURES INC. (CHICAGO IL)
MO
10/01/1998 - 08/31/2001
BRIDGE TRADING COMPANY (ST. LOUIS MO)
NY
10/11/1995 - 08/31/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
10/28/1994 - 07/31/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/28/1994 - 07/31/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/27/1994
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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