Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Lynn Jasmer is an experienced financial professional with over 28 years of experience in the industry. Barbara has been registered with Ameriprise Financial Services, LLC since July 2022 and previously worked at American Enterprise Investment Services Inc., Ameriprise Financial Services, Inc., Piper Jaffray & Co., and U.S. Bancorp Investments, Inc. Barbara specializes in portfolio management for individuals and businesses, financial planning, and educational seminars.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
NC
07/19/2022 - Present
Ameriprise Financial Services, LLC (Charlotte NC)
MN
03/16/2007 - 04/20/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/20/1994 - 08/24/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
12/21/2000 - 12/31/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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