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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 Clark Daffron is a financial advisor at Ameriprise Financial Services, LLC. Jennifer has been in the financial services industry since 2001. Jennifer is registered with the state of Alabama and Texas and has a Series 7, Series 63, Series 65, and SIE licenses. Jennifer specializes in working with individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Ameriprise Financial Services, LLC offers a wide range of financial planning and investment management services, including asset allocation, portfolio management, financial planning, pension consulting, educational seminars, and publication of periodicals. Jennifer is committed to providing her clients with the highest level of service and expertise to help them 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
AL
10/22/2019 - Present
Ameriprise Financial Services, LLC (DOTHAN AL)
AL
09/11/2008 - 10/19/2010
SYNOVUS SECURITIES, INC. (DOTHAN AL)
AL
01/12/2001 - 11/16/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (DOTHAN AL)
IA
Issued 05/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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