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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Paolicelli is a financial advisor with Ameriprise Financial Services, LLC. Jennifer has been in the financial services industry since 2000 and has a strong background in providing financial advice to individuals, families, and businesses. Jennifer's expertise covers a wide range of financial services, including asset allocation, financial planning, and portfolio management. Jennifer is dedicated to providing personalized financial advice to help clients achieve their financial goals. Jennifer is registered with the following securities authorities: New York, Pennsylvania. Ameriprise Financial Services, LLC has offices in Goshen, NY; Poughkeepsie, NY, and Greentown, PA.
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
NY
11/07/2017 - Present
Ameriprise Financial Services, LLC (GOSHEN NY)
MN
01/30/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/03/2003 - 01/06/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/03/2003 - 01/06/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
06/26/2000 - 05/16/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
NY
04/29/1997 - 02/19/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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