Unclaimed
Jennifer Brumwell is a financial professional registered with U.S. Bancorp Investments, Inc. Jennifer is based in Billings, Montana. Jennifer has been in the financial industry since October 2022 and currently holds Series 63, SIE, and Series 6TO licenses.
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
MT
10/27/2022 - Present
U.s. Bancorp Investments, Inc. (Billings MT)
BC
Issued 11/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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