Unclaimed
Jennifer Marie Gallant is a financial advisor with Ameriprise Financial Services, LLC. Jennifer has been in the financial industry since November 2, 1988 and has a strong background in helping individuals and families achieve their financial goals. Jennifer is a registered representative with FINRA and holds the Series 7, Series 6, Series 63, and Series 65 licenses. She is also a licensed insurance agent in several states. Jennifer is committed to providing her clients with personalized financial advice and guidance. She works with clients to develop financial plans that meet their individual needs and goals. Jennifer is dedicated to helping her clients achieve their financial goals through education, planning, and investment management.
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
VA
02/26/1996 - Present
Ameriprise Financial Services, LLC (FAIRFAX VA)
MN
01/22/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
11/03/1988 - 12/12/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/03/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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