Tammy JennerCRD Number: 5056737
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tammy Jenner (CRD# 5056737) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 11 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Davenport & Company LLC
Pathway Financial Planning, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Williamsburg, VA||Sep 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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