Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ann Shammamy is an Investment Advisor Representative at KCD Financial, Inc., where she has been registered with the state of Michigan since January 16, 2018. Jennifer has been in the financial industry since December 2010. Her primary registration is with the state of Michigan and she has passed the Uniform Investment Adviser Law Examination. Jennifer is a Certified Financial Planner.
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.
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.
A portion of fees paid to 3rd party advisors
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WI
01/16/2018 - Present
KCD Financial, Inc. (Green Bay WI)
IA
Issued 03/01/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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