Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Yu is a financial advisor at Morgan Stanley. Jenny is registered with the state of New York and Texas. Jenny has been in the securities industry since February 2023 and has experience in various roles. Prior to joining Morgan Stanley, Jenny worked at NYLIFE Securities LLC. Jenny has a broad range of experience working with a variety of clients including individuals, corporations, insurance companies, and charitable organizations. Jenny has passed several exams including Series 7, Series 63, and Series 65 exams.
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
NY
12/06/2024 - Present
Morgan Stanley (New York NY)
NY
02/13/2023 - 06/13/2023
NYLIFE SECURITIES LLC (FLUSHING NY)
BC
Issued 06/10/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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