Unclaimed
Jade Campbell is a financial advisor with Ameriprise Financial Services, LLC, located in Champaign, Illinois. Jade has been in the financial industry since March 19, 2015. Ameriprise Financial Services, LLC, is a large firm that provides financial planning, portfolio management, and other financial services to individuals, families, and businesses. Jade has been registered with FINRA since 2014. She holds the Series 7, Series 26, Series 51, and Series 66 licenses.
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.
1
2
IL
10/01/2024 - Present
Ameriprise Financial Services, LLC (Champaign IL)
IL
02/26/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (CHAMPAIGN IL)
IL
06/12/2019 - 03/05/2020
CUNA BROKERAGE SERVICES, INC. (CHAMPAIGN IL)
IL
02/20/2018 - 06/03/2019
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
IL
03/20/2014 - 02/19/2018
CUNA BROKERAGE SERVICES, INC. (BLOOMINGTON IL)
BOTH
Issued 06/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/09/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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