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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Carol Emely is a financial advisor with Ameriprise Financial Services, LLC. Jennifer has been in the financial services industry since July 2005. Jennifer has been registered with Ameriprise Financial Services, LLC since March 2020. Jennifer holds the Series 66, Series 7, and SIE exams. Jennifer is licensed in 50 states, plus Puerto Rico, and has her Investment Advisor Representative registration in Florida and Texas. Jennifer's previous employment was with IDS LIFE INSURANCE COMPANY. Jennifer's current registrations are in the categories of Registered Representative and Investment Advisor Representative. Jennifer specializes in Asset allocation services, Financial planning, Pension consulting, Educational seminars, Publication of periodicals, Selection of other advisers, Portfolio management for businesses, and Portfolio management for individuals. Jennifer serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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
09/30/2019 - Present
Ameriprise Financial Services, LLC (Winter Park FL)
MN
07/29/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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