Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Marie Bugbee is an investment advisor representative with U.S. Bancorp Investments, Inc. Jennifer has been in the industry since 2009 and is registered with both FINRA and the state of Minnesota. Jennifer holds a Series 7, Series 66, and SIE license. Jennifer's area of expertise includes retirement planning, college savings, and estate planning. Jennifer also has experience in working with high-net-worth individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
11/22/2013 - Present
U.s. Bancorp Investments, Inc. (Duluth MN)
BOTH
Issued 04/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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