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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 Doss is a financial advisor with over 10 years of experience in the industry. Jennifer currently works at Captrust in Raleigh, NC. Jennifer has a Series 66, Series 7 and SIE license and is registered as an Investment Advisor Representative in North Carolina. Jennifer has worked at Captrust since 2007. Jennifer previously worked at Ameriprise Financial Services, Inc. in Raleigh, NC. Jennifer specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Jennifer also provides services to insurance companies, charitable organizations, and corporations or other businesses. Jennifer's clients include high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
04/15/2015 - Present
Captrust (RALEIGH NC)
NC
05/09/2007 - 07/13/2007
AMERIPRISE FINANCIAL SERVICES, INC. (RALEIGH NC)
BOTH
Issued 05/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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