Unclaimed
Jennifer Lynn Miller is a registered representative with Ameriprise Financial Services, LLC. Jennifer has been in the financial services industry since May 8, 2012. Jennifer is registered with the state of Indiana and Texas. Jennifer holds the Series 66, Series 7 and SIE licenses. Jennifer is also registered as an Investment Advisor Representative in Indiana and Texas. Jennifer provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Jennifer also provides advisory services to trusts and estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, other businesses, and individuals other than high-net-worth. Jennifer is a member of the Ameriprise Financial Services, LLC team, which manages over $1 billion - $10 billion in client 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.
1
2
IN
11/13/2012 - Present
Ameriprise Financial Services, LLC (Carmel IN)
BOTH
Issued 10/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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