Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Bassett is a financial advisor in Bloomfield Hills, MI. Jennifer has been in the financial industry since November 1998 and has experience with Ameriprise Financial Services, LLC, Comerica Securities, Fifth Third Securities, Inc., H&R Block Financial Advisors, Inc., and NatCity Investments, Inc. Jennifer is licensed to sell securities in California, Florida, Massachusetts, Michigan and Texas. Jennifer specializes in investment management, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and asset allocation services. Jennifer has a passion for 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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2
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
11/11/2015 - 11/03/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
02/20/2007 - 11/09/2015
FIFTH THIRD SECURITIES, INC. (SOUTHFIELD MI)
MI
10/31/2006 - 02/05/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MI
07/27/2000 - 07/14/2006
COMERICA SECURITIES (FARMINGTON MI)
OH
06/29/1998 - 07/12/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 07/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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