Unclaimed
Jennifer Calabro is a financial advisor with Ameriprise Financial Services, LLC. Jennifer has been in the financial services industry since 1999 and holds a Series 6, 7, 63 and 65 licenses. Jennifer offers a variety of financial services including asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Jennifer has a strong track record of helping her 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.
1
2
PA
05/01/2020 - Present
Ameriprise Financial Services, LLC (Downingtown PA)
PA
10/04/2011 - 05/01/2020
CETERA INVESTMENT SERVICES LLC (EXTON PA)
PA
04/02/2002 - 10/07/2011
UVEST FINANCIAL SERVICES GROUP, INC. (EXTON PA)
CA
09/18/2000 - 04/23/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
12/07/1999 - 07/20/2000
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
IA
Issued 11/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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