Unclaimed
Jennifer Bymark is a financial advisor with Ameriprise Financial Services, LLC, a well-established financial services firm. With over two decades of experience in the financial industry, Jennifer has a strong track record of helping clients achieve their financial goals. Jennifer holds the Series 6, 7 and 66 securities licenses and is registered to provide advisory services in several states, including Minnesota, California and Texas. Jennifer focuses on providing asset allocation, financial planning and portfolio management services.
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
MN
01/24/2012 - Present
Ameriprise Financial Services, LLC (GRAND RAPIDS MN)
MN
01/03/2011 - 01/19/2012
WELLS FARGO ADVISORS, LLC (HIBBING MN)
MN
12/21/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GRAND RAPIDS MN)
NJ
08/13/2003 - 04/19/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
05/02/2003 - 07/28/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/02/2003 - 07/28/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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