Unclaimed
Jennifer Anne Davco is a financial advisor with Ameriprise Financial Services, LLC. Jennifer is a registered representative with FINRA, holding the Series 6, SIE and Series 63 licenses. Jennifer has been in the industry since 2002 and has a strong background in providing financial advice to a wide range of clients, including individuals, families, businesses, and non-profit organizations. Jennifer is committed to providing personalized financial advice and helping clients achieve 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.
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2
FL
12/09/2015 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
FL
04/08/2015 - 11/12/2015
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
PA
01/02/2004 - 04/17/2015
LPL FINANCIAL LLC (BETHLEHEM PA)
MA
03/21/2002 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 04/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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