Unclaimed
Jenny Eun jeong Oh is a financial advisor with Equity Services, Inc. She has been in the industry since 1998 and has a Series 6, Series 63 and SIE license. Jenny Eun jeong Oh has experience working with high net worth individuals, corporations, and other businesses, insurance companies, charitable organizations, pension and profit sharing plans, and individuals other than high net worth clients. Jenny Eun jeong Oh has worked at MML INVESTORS SERVICES, LLC and MSI FINANCIAL SERVICES, INC. prior to joining Equity Services, Inc.
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.
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.
1
2
VA
06/17/2020 - Present
Equity Services, Inc. (ANNANDALE VA)
VA
03/25/2017 - 02/15/2019
MML INVESTORS SERVICES, LLC (VIENNA VA)
VA
07/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FALLS CHURCH VA)
VA
04/17/2013 - 02/13/2015
MML INVESTORS SERVICES, LLC (ANNANDALE VA)
VA
10/21/1998 - 11/20/2012
METLIFE SECURITIES INC. (FALLS CHURCH VA)
VA
10/21/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FALLS CHURCH VA)
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jenny Oh is the right advisor for you? Invested Better is here to help.