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JENNIFER JOYCE HAMILTON
JENNY HAMILTON, JENNIFER MORESI, JENNY MORESI
CRD#: 7686768
IA
B
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERCRD#: 20804 210 WEST 8TH ST
MEDFORD, OR 97501
MEDFORD, OR 97501
0
Disclosures
2
Years of Experience
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State Registrations
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California 2/1/2024
IA
Oregon 7/11/2024
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Montana 2/1/2024
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Washington 2/1/2024
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Oregon 5/4/2023
SRO Registrations
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Registered with this firm since 7/11/2024
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Registered with this firm since 3/2/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/31/2023 - 12/31/2024 | MEDFORD, OR |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.