Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Mari Ahlin is a financial professional with over 18 years of experience in the industry. Jenny is currently registered with Principal Securities, Inc. Jenny's previous experience includes roles at NYLIFE DISTRIBUTORS LLC and NYLIFE SECURITIES INC. Jenny has passed the Series 63, Series 6, Series 26, SIE and Series 6TO exams. Jenny is a dedicated financial advisor who is committed to helping her clients 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
09/06/2021 - Present
Principal Securities, Inc. (DES MOINES IA)
MA
06/15/2004 - 04/11/2006
NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)
NY
03/18/2003 - 06/15/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 02/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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