Unclaimed
Jennifer MacHtemes is a registered investment advisor representative with Ameriprise Financial Services, LLC in New Brighton, Minnesota. Jennifer has been in the financial services industry since 2014. Jennifer holds the Series 66, Series 7 and SIE licenses. Jennifer is also registered in Minnesota. Jennifer specializes in retirement planning, investment management, and financial planning for individuals and families. Jennifer also provides asset allocation services, educational seminars, and portfolio management for businesses. Jennifer is committed to providing personalized financial advice to her clients.
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
MN
05/14/2015 - Present
Ameriprise Financial Services, LLC (New Brighton MN)
BOTH
Issued 02/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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