Unclaimed
Barry Dean Jensen is a financial advisor with over 18 years of experience in the industry. Barry is registered with LPL Financial LLC and is licensed to provide financial advice in 9 states. Previously, Barry was with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Barry has a wide range of experience, offering services like portfolio management for businesses and individuals, financial planning, and pension consulting. Barry is dedicated to providing his clients with personalized financial advice to help them achieve their goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
HI
09/16/2005 - Present
LPL Financial LLC (HILO HI)
MN
01/10/2005 - 09/16/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/10/2005 - 09/16/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/18/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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