Unclaimed
Jennifer Goff is an Ameriprise Financial Services, LLC advisor with over 25 years of experience in the financial industry. Jennifer has extensive experience and offers asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses. Jennifer has been registered with the state of Maine since 2005 and currently holds Series 63, Series 66, Series 7 and SIE licenses.
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
ME
10/19/2023 - Present
Ameriprise Financial Services, LLC (SCARBOROUGH ME)
MN
01/13/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/27/2000 - 01/28/2003
ROYCE FUND SERVICES, INC. (NEW YORK NY)
OH
05/19/1999 - 10/20/2000
IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)
NY
08/03/1995 - 12/31/1998
ROYCE FUND SERVICES, INC. (NEW YORK NY)
BOTH
Issued 09/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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