Unclaimed
Jennifer Paris is a financial professional with over 20 years of experience in the financial services industry. Jennifer is a Registered Representative with State Farm Investment Management Corp. and holds a Series 6 and Series 63 license. She is a Chartered Financial Consultant. Jennifer is dedicated to helping her clients achieve their financial goals. Jennifer offers a range of services including portfolio management for individuals and investment companies. Her office is located at 1325 Dry Creek Dr Ste 102 in Longmont, CO.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
CO
08/16/2018 - Present
State Farm Investment Management Corp. (Longmont CO)
BC
Issued 04/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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