Unclaimed
Jennifer McKinney is an investment advisor representative who has been in the industry for over 10 years. Jennifer is registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in Ohio and Kansas. Jennifer has a Series 6, Series 7, and Series 66 license, as well as a Securities Industry Essentials (SIE) license. Jennifer has worked for Ameriprise Financial Services, Inc. since 2012 and for Ameriprise Financial Services, LLC since 2020.
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
OH
06/29/2017 - Present
Ameriprise Financial Services, LLC (MIDDLETOWN OH)
KS
02/24/2012 - 11/15/2012
NFP SECURITIES, INC. (WICHITA KS)
BOTH
Issued 08/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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