Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Harman is a registered representative with U.S. Bancorp Investments, Inc. Jennifer has been in the financial services industry for over 16 years. Jennifer specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. Jennifer is a highly experienced financial advisor with a strong track record of success. Jennifer is dedicated to 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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
03/23/2020 - Present
U.s. Bancorp Investments, Inc. (Vancouver WA)
OR
10/12/2017 - 03/19/2020
UNIONBANC INVESTMENT SERVICES, LLC (PORTLAND OR)
WA
08/17/2006 - 10/11/2017
U.S. BANCORP INVESTMENTS, INC. (BATTLE GROUND WA)
BOTH
Issued 11/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2020
Series 4 - Registered Options Principal Examination
BC
Issued 07/09/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/05/2020
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 02/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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