Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Lira is a financial advisor with over 15 years of experience in the industry. Jenny has been a registered representative with Morgan Stanley since 2012. Prior to that, Jenny worked as a financial advisor with PNC Investments. Jenny is registered to provide investment advice in 43 states and the District of Columbia. Jenny specializes in providing investment advice and financial planning services to individuals, families, and businesses. Jenny is committed to helping her clients achieve their financial goals.
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
DC
10/07/2021 - Present
Wealthpenn.comllc (Washington DC)
VA
03/16/2015 - 01/05/2021
MORGAN STANLEY (VIRGINIA BEACH VA)
VA
02/12/2015 - 02/24/2015
PNC INVESTMENTS (CHESAPEAKE VA)
DC
03/16/2012 - 01/12/2015
MORGAN STANLEY (WASHINGTON DC)
DC
06/02/2010 - 02/15/2012
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
DC
06/01/2009 - 06/29/2010
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
04/12/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
BOTH
Issued 11/5/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/11/2007
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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