Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Hanna Williams is a financial advisor with Ameriprise Financial Services, LLC. Jennifer has over 20 years of experience in the financial services industry. Jennifer holds the Series 7, Series 63, and Series 66 licenses. Jennifer is also a Certified Financial Planner. Jennifer has worked with a variety of clients, including individuals, families, businesses, and trusts. Jennifer is committed to helping 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.
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VA
01/25/2021 - Present
Ameriprise Financial Services, LLC (LEXINGTON VA)
VA
11/27/2019 - 11/16/2020
COMMONWEALTH FINANCIAL NETWORK (HARRISONBURG VA)
VA
06/18/2014 - 07/16/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (STAUNTON VA)
VA
11/07/2011 - 06/18/2014
CETERA INVESTMENT SERVICES LLC (STAUNTON VA)
VA
05/16/2011 - 11/10/2011
UVEST FINANCIAL SERVICES GROUP, INC. (STAUNTON VA)
MO
09/28/2010 - 12/20/2010
EDWARD JONES (ST. LOUIS MO)
VA
01/25/2008 - 11/13/2008
SCOTT & STRINGFELLOW, INC. (WAYNESBORO VA)
VA
01/27/2006 - 01/16/2007
WACHOVIA SECURITIES, LLC (ALEXANDRIA VA)
NJ
07/13/2004 - 10/01/2004
HARRISDIRECT LLC (JERSEY CITY NJ)
MO
10/01/1999 - 03/25/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
07/01/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 02/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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