Unclaimed
Jennifer Bevins is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since November 2008. Jennifer holds Series 66, SIE, and Series 7 licenses, and she is registered to provide investment advice in 17 states. Previously, Jennifer was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer offers portfolio management services to individuals and businesses, as well as financial planning, pension consulting, and educational seminars. Jennifer specializes in providing investment advice to clients of all sizes, from individuals and families to corporations and institutions. Jennifer is committed to helping her 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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NH
05/31/2019 - Present
Ameriprise Financial Services, LLC (PORTSMOUTH NH)
NH
11/11/2008 - 06/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)
BOTH
Issued 05/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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