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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Todd Mumper is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey is also registered in Texas with Ameriprise Financial Services, LLC. Jeffrey has been in the industry since 1996. Jeffrey is also registered with Financial Industry Regulatory Authority, Inc. (FINRA). Jeffrey holds the Series 6, 7, 9, 10, 31, 63, and 65 licenses and is also a Certified Financial Planner. Jeffrey has been a financial advisor with Ameriprise Financial Services, LLC since 2009.
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
OH
02/10/2022 - Present
Ameriprise Financial Services, LLC (Cincinnati OH)
OH
01/13/2000 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BLUE ASH OH)
MN
02/12/1999 - 03/07/2001
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
FL
02/19/1998 - 02/12/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
07/29/1996 - 03/16/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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