Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Marie Foley is a financial advisor with over 30 years of experience in the industry. Jenny is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked at Barclays Capital Inc. and Lehman Brothers Inc. Jenny holds Series 3, 7, and 63 licenses, as well as the SIE and Series 65. Jenny offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
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
MA
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
MA
09/22/2008 - 12/04/2015
BARCLAYS CAPITAL INC. (BOSTON MA)
MA
05/15/2000 - 09/22/2008
LEHMAN BROTHERS INC. (BOSTON MA)
NJ
02/22/1996 - 05/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/19/1988 - 02/16/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2014
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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