Unclaimed
Jennifer L. Miller is an investment advisor representative with Ameriprise Financial Services, LLC. Jennifer Miller has been in the industry since March 9, 2014. Jennifer Miller holds the Series 7, Series 66, and SIE licenses and is registered with FINRA and in 40 states. Jennifer Miller has specialized in providing financial advice and investment services to a variety of client types including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and trusts/estates.
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.
1
2
FL
02/06/2019 - Present
Ameriprise Financial Services, LLC (Clearwater FL)
BOTH
Issued 02/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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