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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 Maria Valteau is an investment advisor representative registered with Truwealth Advisors, LLC. Jennifer has over 20 years of experience in the financial services industry and has held previous registrations with Ameriprise Financial Services, LLC and Purshe Kaplan Sterling Investments. Jennifer holds the Series 7 and Series 66 securities licenses and the SIE exam. Jennifer is actively involved in the community and is dedicated to helping her clients achieve their financial goals. Jennifer specializes in financial planning, pension consulting, portfolio management, and selection of other advisors. Jennifer Maria Valteau works in the Metairie, LA office of Truwealth Advisors, LLC.
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.
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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LA
07/20/2020 - Present
Truwealth Advisors, LLC (METAIRIE LA)
LA
07/20/2020 - 03/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Metairie LA)
LA
02/12/1999 - 07/22/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Metairie LA)
MN
02/12/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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