Unclaimed
Jennifer Terrano is a financial advisor who has been in the industry since May 1, 2022. Jennifer is registered with Ameriprise Financial Services, LLC. Jennifer is licensed in Michigan, and has passed the Series 66, Series 7TO, and SIE exams. Jennifer has specializations in Retirement Planning, Education Savings, Insurance, Asset Allocation, and Estate Planning. Jennifer specializes in serving individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. Jennifer offers a variety of financial services, including financial planning, asset allocation, and portfolio management.
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
MI
10/21/2022 - Present
Ameriprise Financial Services, LLC (Pleasant Ridge MI)
BOTH
Issued 10/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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