Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Zenger is a financial advisor at Ameriprise Financial Services, LLC, serving clients in Fort Wayne, Indiana. Jeffrey has been in the industry since February 15, 2023, and holds Series 7TO, SIE, and Series 66 licenses. Jeffrey is registered with the state of Indiana, and specializes in providing financial planning, pension consulting, asset allocation services, and educational seminars. Ameriprise Financial Services, LLC has approximately $1 billion to $10 billion in assets under management, and is a large firm with over 11,732 licensed agents. Ameriprise offers a variety of financial products and services, including investment management, retirement planning, and insurance. Jeffrey is committed to helping clients reach their financial 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.
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
IN
06/01/2023 - Present
Ameriprise Financial Services, LLC (Fort Wayne IN)
BOTH
Issued 05/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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