Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Katherine Rico is a financial advisor with Ameriprise Financial Services, LLC, located in Clearwater, Florida. Jennifer has been in the financial services industry since November 2016. Jennifer holds a Series 66 license, as well as the SIE and Series 7 licenses. Jennifer is registered with the state of Florida as a registered representative. Ameriprise Financial Services, LLC is an investment advisor with over 140,000 clients and approximately $479.8 billion in assets under management. The firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Jennifer's profile indicates she offers asset allocation services and conducts educational seminars.
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
FL
04/21/2017 - Present
Ameriprise Financial Services, LLC (Clearwater FL)
BOTH
Issued 04/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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