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 Tucker is a registered investment advisor representative with D.a. Davidson & Co. Jennifer has been in the industry for over 20 years and has a wide range of experience in financial planning, portfolio management, and securities sales. Jennifer has held previous positions at M Holdings Securities, Inc., M Financial Securities Marketing, Inc., Mutual Service Corporation, PA Distributors LLC, AIM Distributors, Inc. and T. Rowe Price Investment Services, Inc. Jennifer holds several licenses and certifications, including Series 6, 7, 9, 10, 24, 52TO, 53, and 66. Jennifer is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
OR
08/22/2018 - Present
D.a. Davidson & Co. (Bend OR)
OR
03/08/2007 - 06/02/2017
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
03/18/2009 - 01/08/2015
M FINANCIAL SECURITIES MARKETING, INC. (PORTLAND OR)
MA
06/13/2005 - 02/16/2007
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
10/15/2001 - 01/31/2005
PA DISTRIBUTORS LLC (NEW YORK NY)
TX
01/16/2001 - 07/31/2001
A I M DISTRIBUTORS, INC. (HOUSTON TX)
MD
02/17/1999 - 09/26/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 03/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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