Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Cockram is a financial advisor in Greenville, SC, and has been in the industry since 2016. Jennifer is registered with Ameriprise Financial Services, LLC and is licensed to sell securities in multiple states. Jennifer has previously been associated with UBS Financial Services Inc. Jennifer holds Series 66, Series 7 and SIE licenses and specializes in financial planning, portfolio management for businesses and individuals, and asset allocation services. Jennifer's clients include individuals, high-net-worth individuals, trusts/estates, insurance companies, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and state or municipal government entities.
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.
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2
SC
01/04/2024 - Present
Ameriprise Financial Services, LLC (Greenville SC)
SC
10/28/2016 - 06/07/2021
UBS FINANCIAL SERVICES INC. (GREENVILLE SC)
BOTH
Issued 04/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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