Jennifer M. Morello

STONEX FINANCIAL

Boca Raton, FL 33431

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CRD#: 3142247

Professional summary

Jennifer Meghan Morello, who also goes by Jennifer M Costello, Jennifer Meghan Costello, is a registered financial professional currently at STONEX FINANCIAL INC. located in Boca Raton, Florida.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 1999. Jennifer has worked at 9 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jennifer M Costello | Jennifer Meghan Costello

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jennifer Meghan Morello's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 13, 2013 - Present

STONEX FINANCIAL INC.

Office #1: 2600 North Military Trail Suite 100, Boca Raton, FL 33431

CRD#: 45993

Boca Raton, FL

Past

August 21, 2017 - August 31, 2018

INTL CUSTODY & CLEARING SOLUTIONS INC.

CRD#: 23952

Boca Raton FL 33431, FL

Past

December 1, 2016 - July 11, 2017

STERNE, AGEE & LEACH, INC.

CRD#: 791

BOCA RATON, FL

Past

December 7, 2005 - November 22, 2013

FIRST AMERICAN CAPITAL AND TRADING CORPORATION

CRD#: 118812

BOCA RATON, FL

Past

January 3, 2005 - December 8, 2005

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

February 4, 2004 - September 27, 2004

SUSQUEHANNA FINANCIAL GROUP, LLLP

CRD#: 35865

BALA CYNWYD, PA

Past

July 9, 2002 - January 9, 2004

LEERINK PARTNERS LLC

CRD#: 39011

BOSTON, MA

Past

May 2, 2001 - July 8, 2002

JEFFERIES LLC

CRD#: 2347

NEW YORK, NY

Past

April 23, 1999 - March 2, 2001

ABN AMRO SECURITIES LLC

CRD#: 6540

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(11/13/2013)

New York
(1/3/2024)

Exams

State Security Law Exam

Series 63

Date: 5/10/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 7/12/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 4/22/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/19/2017

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

STONEX FINANCIAL INC.

CRD#: 45993 / SEC#: , 8-51269

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

329 Park Avenue North Suite 350, Winter Park, FL 32789

Mailing Address

329 Park Avenue North Suite 350, Winter Park, FL 32789

Phone number

(407) 741-5300

Established

Florida since 05/29/1998

Firm type

Corporation

Fiscal year end

September

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
STONEX GROUP INC.	OWNER
BOLTE, DAVID ALBERT	SECRETARY	2711410
DAVISON, STUART ANDREW	DIRECTOR; CHIEF OPERATING OFFICER	7824576
DICIOLLO, ANTHONY JOSEPH	PRESIDENT/DIRECTOR	4976402
DUNAWAY, WILLIAM JOHN	DIRECTOR, CHIEF FINANCIAL OFFICER	6505923
LYON, CHARLES MARTIN	DIRECTOR, CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER	4000852
MAURER, MARK L	DIRECTOR, CHIEF RISK OFFICER	4234406
PORZIO, JOSEPH JOHN	FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER	1319702
SMITH, PHILIP ANDREW	DIRECTOR	4999097
SZEKELY, GIGI KLARA	CHIEF COMPLIANCE OFFICER - BD DIVISION	2530826

Disclosures

Regulatory Event

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jennifer M. Morello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jennifer Meghan Morello's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTL CUSTODY & CLEARING SOLUTIONS INC.

STERNE, AGEE & LEACH, INC.

FIRST AMERICAN CAPITAL AND TRADING CORPORATION

OSAIC FS, INC.

SUSQUEHANNA FINANCIAL GROUP, LLLP

LEERINK PARTNERS LLC

JEFFERIES LLC

ABN AMRO SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/10/1999

Series 99TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 7/12/2001

Series 7

Date: 4/22/1999

Series 24

Date: 10/19/2017

FINRA

Nasdaq Stock Market

Current Firm

STONEX FINANCIAL INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

STONEX FINANCIAL INC.

TRUST BUT VERIFY

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