Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Osiris is a registered investment advisor representative with UBS Financial Services Inc. with over 4 years of experience in the financial services industry. Jenny has a Series 7, Series 63, Series 65 and SIE license. Jenny's previous experience includes working as a financial advisor at J.P. Morgan Securities LLC and HSBC Securities (USA) Inc. Jenny is registered to provide investment advice in multiple states including New York, Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, Rhode Island, Texas, Vermont, Virginia and Washington.
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.
See schedule d - miscellaneous
1
2
NY
01/09/2023 - Present
UBS Financial Services Inc. (New York NY)
NY
12/22/2020 - 07/30/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/10/2019 - 12/04/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
IA
Issued 01/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
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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