Unclaimed
Jennifer Sue Barbey is an Ameriprise Financial Services, LLC advisor, registered in Missouri and Texas. Jennifer has been in the financial services industry since August 1999. Jennifer is a Registered Representative and an Investment Advisor Representative and has her Series 6, 7, 26 and 63 licenses. Jennifer specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, and Publication of Periodicals. Jennifer provides portfolio management for individuals and businesses and selects other advisors. Jennifer Sue Barbey has been with Ameriprise Financial Services, LLC since March 2020. Prior to joining Ameriprise, Jennifer worked with Ameriprise Financial Services, Inc. from September 2005. Jennifer Sue Barbey is a valuable resource for clients in Winchester, MO.
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
MO
08/07/2012 - Present
Ameriprise Financial Services, LLC (Winchester MO)
MN
07/03/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
08/02/1999 - 06/22/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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