Unclaimed
Jennifer MacKerchar is a financial advisor with Ameriprise Financial Services, LLC. Jennifer has been in the financial services industry since 1998. Jennifer is registered with the state of Pennsylvania and has also worked for IDS Life Insurance Company and American Express Financial Advisors Inc. in the past. Jennifer's specialties include retirement planning, college savings planning, and estate planning. Jennifer is also a board member of a local non-profit organization. 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.
1
2
PA
08/21/2018 - Present
Ameriprise Financial Services, LLC (Plymouth Meeting PA)
MN
02/03/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/04/1998 - 09/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/04/1998 - 09/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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