Unclaimed
Jennifer Paige Bachelor is a financial advisor with Homrich Berg, located in Alpharetta, GA. Jennifer has been a financial advisor since 2006 and has experience with a variety of financial products and services. Jennifer has a strong background in the financial services industry and is committed to providing her clients with personalized financial advice.
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.
Strategic management for diversified investment portfolios.
Bill pay 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
GA
11/08/2021 - Present
Homrich Berg (Alpharetta GA)
GA
06/13/2005 - 08/02/2006
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
PA
10/24/2002 - 05/20/2005
CITCO MUTUAL FUND DISTRIBUTORS, INC. (MALVERN PA)
BC
Issued 09/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jennifer Bachelor is the right advisor for you? Invested Better is here to help.