Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Quan is a financial professional with Cetera Investment Services LLC. Jenny holds Series 6, Series 63, and SIE licenses. Jenny has been in the financial industry since 2013. Jenny has previously worked at J.P. Morgan Securities LLC and Cetera Investment Services LLC. Jenny is registered with the state of California.
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.
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.
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CA
03/07/2022 - Present
Cetera Investment Services LLC (SAN GABRIEL CA)
CA
06/29/2016 - 03/01/2022
J.P. MORGAN SECURITIES LLC (SAN MARINO CA)
CA
05/14/2015 - 06/17/2016
CETERA INVESTMENT SERVICES LLC (ARTESIA CA)
CA
10/29/2013 - 12/18/2013
J.P. MORGAN SECURITIES LLC (SAN GABRIEL CA)
BC
Issued 04/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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