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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 Underwood is a financial advisor with T. Rowe Price Associates, Inc. Jennifer is a registered investment advisor representative and holds Series 7, Series 24, Series 63 and Series 65 licenses. Jennifer has been in the financial industry since 2006 and has experience with a variety of firms. She is currently registered in California and Colorado and has a specialization in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Jennifer has experience working with various clients including corporations, high net worth individuals, insurance companies, investment companies and state and municipal governments.
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.
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.
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.
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
CO
03/01/2019 - Present
T. Rowe Price Associates, Inc. (COLORADO SPRINGS CO)
WI
02/01/2017 - 07/17/2017
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
02/01/2017 - 07/17/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
02/01/2017 - 07/17/2017
SII INVESTMENTS, INC. (APPLETON WI)
CO
12/05/2012 - 07/17/2017
NATIONAL PLANNING CORPORATION (DENVER CO)
CO
07/14/2006 - 12/04/2012
SCOTTRADE, INC. (WESTMINSTER CO)
IA
Issued 06/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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