Unclaimed
Jensen Baker Moock is a financial advisor at UBS Financial Services Inc. Jensen has been working in the financial services industry since December 1990. Jensen is registered with FINRA and is licensed in several states including Texas. Jensen has a wide range of experience and specializes in retirement planning, investment management, and financial planning.
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
TX
05/08/2009 - Present
UBS Financial Services Inc. (DALLAS TX)
TX
01/22/2002 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
MO
02/08/1993 - 01/29/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
12/19/1990 - 02/12/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1990
Series 7 - General Securities Representative 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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