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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Bailey is a financial advisor with Ameriprise Financial Services, LLC. Jennifer has been in the financial services industry since 1999. Jennifer has a Series 7, Series 63 and Series 65 licenses. Jennifer is registered with the state of Pennsylvania. Jennifer works out of the Lancaster, PA branch of Ameriprise Financial Services, LLC. Jennifer also has a branch office location in Hummelstown, PA. Jennifer is an experienced financial advisor with a wide range of experience and expertise. Jennifer's expertise includes Asset Allocation Services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Jennifer's firm provides services to a range of client types including trusts/estates, insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Jennifer's firm manages over $479 billion in assets.
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
PA
08/14/1999 - Present
Ameriprise Financial Services, LLC (Lancaster PA)
MN
08/14/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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