Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Heims is a financial advisor with Ameriprise Financial Services, LLC. Jennifer has been in the industry for over 20 years and has experience working with a variety of clients including individuals, families, businesses, and charitable organizations. Jennifer holds Series 7, 24, and 63 securities licenses as well as the Series 65 investment advisor license. Prior to joining Ameriprise Financial Services, LLC, Jennifer was a financial advisor at Halliday Financial, LLC, Kuhns Brothers Securities Corporation, BancNorth Investment Group, Inc., Essex National Securities, Inc., Edward Jones, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
CT
02/27/2018 - Present
Ameriprise Financial Services, LLC (Farmington CT)
NY
02/27/2013 - 04/24/2017
HALLIDAY FINANCIAL, LLC (GLEN HEAD NY)
CT
09/29/2006 - 02/19/2013
KUHNS BROTHERS SECURITIES CORPORATION (LAKEVILLE CT)
CT
05/02/2006 - 09/25/2006
BANCNORTH INVESTMENT GROUP, INC. (WESTPORT CT)
CT
09/14/2004 - 05/04/2006
ESSEX NATIONAL SECURITIES, INC. (WESTPORT CT)
MO
02/15/2002 - 09/01/2004
EDWARD JONES (ST. LOUIS MO)
NY
06/16/1999 - 02/21/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NE
09/10/1998 - 05/18/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 04/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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