Unclaimed
Jennifer Bahr is a financial advisor in Puyallup, WA. Jennifer has over 15 years of experience in the financial services industry. Jennifer is registered with Thrivent Investment Management Inc., a financial services firm based in Minneapolis, MN. Jennifer works with individuals, families, and businesses to provide financial planning and investment management services. Jennifer offers a wide range of financial services, including retirement planning, college savings, and estate planning. Jennifer is committed to providing her clients with personalized financial advice that meets their individual needs. Jennifer is also registered to provide investment advisory services. Jennifer is licensed to sell securities in Arizona, California, Colorado, Florida, Hawaii, Idaho, Maryland, Missouri, Oregon, Rhode Island, Texas, and Washington.
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.
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.
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2
WA
04/17/2017 - Present
Thrivent Investment Management Inc. (PUYALLUP WA)
WA
09/22/2016 - 03/31/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PUYALLP WA)
WA
04/01/2014 - 09/23/2016
NATIONAL PLANNING CORPORATION (PUYALLUP WA)
BOTH
Issued 06/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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