Unclaimed
Denise Lyn Jensen is a financial professional with over 20 years of experience in the industry. Denise is currently registered with Principal Securities, Inc. and has previously been employed at Ameriprise Financial Services, Inc., GWFS Equities, Inc. and NPC Securities, Inc. She is a Series 6, Series 6TO, Series 26 and Series 63 licensed advisor. Denise specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Investment Companies.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MN
10/01/2021 - Present
Principal Securities, Inc. (MINNEAPOLIS MN)
MN
06/15/2006 - 04/10/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CO
05/02/1995 - 08/12/2005
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/29/1999 - 12/17/1999
NPC SECURITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 10/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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