Unclaimed
Jennifer Bracey is a financial advisor at Ameriprise Financial Services, LLC. Jennifer has been in the industry since July 3, 2009 and has been registered with Ameriprise Financial Services, LLC since February 9, 2021. Jennifer is registered to offer securities and investment advisory services in California and Louisiana. Jennifer has a Series 7, Series 66 and SIE. Jennifer has experience working with a variety of clients including individuals, trusts and estates, charitable organizations, corporations and other businesses, and pension and profit sharing plans. Jennifer is also an outside consultant for Ouachita Baptist University.
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
CA
04/04/2023 - Present
Ameriprise Financial Services, LLC (SACRAMENTO CA)
LA
02/09/2021 - 03/28/2023
AMERIPRISE FINANCIAL SERVICES, LLC (HAMMOND LA)
GA
10/26/2017 - 01/26/2021
AMERIPRISE FINANCIAL SERVICES, LLC (EVANS GA)
LA
02/15/2017 - 03/20/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Mandeville LA)
LA
01/21/2011 - 12/21/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Metairie LA)
LA
04/28/2010 - 01/06/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW ORLEANS LA)
TX
01/04/2010 - 03/31/2010
OPPENHEIMER & CO. INC. (FORTH WORTH TX)
TX
08/05/2008 - 01/04/2010
WELLS FARGO INVESTMENTS, LLC (FORT WORTH TX)
BOTH
Issued 10/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Bracey is the right advisor for you? Invested Better is here to help.