Unclaimed
Jennifer McHugh is a financial advisor with Ameriprise Financial Services, LLC. Jennifer has been in the industry since 2003. Jennifer holds the Series 7 and Series 63 licenses. Jennifer also holds the SIE license. Jennifer specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jennifer was previously employed by Comerica Securities, Citigroup Global Markets Inc., and NatCity Investments, Inc.. Jennifer has over 20 years of experience in the financial services industry.
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
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
03/21/2007 - 11/03/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
06/01/2006 - 03/26/2007
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
OH
04/03/2003 - 11/08/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BC
Issued 03/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer McHugh is the right advisor for you? Invested Better is here to help.