Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Savallo is a financial advisor with over 30 years of experience in the financial services industry. Jenny has been registered with Morgan Stanley since 2009 and has held previous roles at Merrill Lynch and Morgan Stanley & Co. Incorporated. Jenny is a licensed securities professional and has earned several industry credentials, including the Series 7, 9, 10, 24, 63 and 66. Jenny is a registered investment advisor in Florida and Texas, and is also a licensed securities professional in 26 other states. Jenny specializes in portfolio management for individuals, businesses, and investment companies. Jenny is committed to providing clients with personalized financial advice and helping them 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
FL
06/26/2020 - Present
Morgan Stanley (Orlando FL)
FL
10/07/2010 - 06/29/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
06/01/2009 - 09/30/2010
MORGAN STANLEY SMITH BARNEY (ORLANDO FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORLANDO FL)
FL
05/11/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ORLANDO FL)
FL
05/20/1996 - 05/01/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HEATHROW FL)
NY
06/23/1994 - 05/23/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/22/1989 - 06/03/1994
FINANCIAL SERVICES MARKETING, INC. (NEW YORK NY)
BOTH
Issued 02/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/23/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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