Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Heise is a registered representative with Wells Fargo Clearing Services, LLC and has been active in the industry since 2018. Jennifer's previous affiliations include Ameriprise Financial Services, LLC in Bellevue, Washington. Jennifer holds a Series 7 and Series 66 license and has a bachelor's degree from Northern Michigan University. Jennifer specializes in providing investment advice to individual investors and businesses. Jennifer's clients include corporations, high-net-worth individuals, and retirement plans. Jennifer is currently registered in 16 states and can provide investment advisory services in the state of Washington.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
05/29/2024 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
WA
04/26/2021 - 05/28/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Bellevue WA)
WA
05/16/2018 - 04/21/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Bellevue WA)
BOTH
Issued 08/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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