Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Marie Dudrey is an investment advisor representative with Lido Advisors, LLC. Jenny is based in Louisville, CO and has been in the industry since 2002. She has a Series 63 and Series 65 license and has previously held positions at Wells Fargo Clearing Services, LLC, Ameriprise Financial Services, Inc., Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Jenny is registered as an investment advisor in Colorado and Texas. Jenny focuses on providing financial planning and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
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.
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
CA
12/12/2024 - Present
Lido (LOS ANGELES CA)
CO
07/14/2014 - 07/10/2019
WELLS FARGO CLEARING SERVICES, LLC (BOULDER CO)
CO
10/13/2011 - 04/26/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BROOMFIELD CO)
CO
01/03/2011 - 02/23/2011
WELLS FARGO ADVISORS, LLC (BOULDER CO)
CO
01/30/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BOULDER CO)
NY
07/13/2005 - 01/18/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
07/01/2003 - 02/10/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/29/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jenny Dudrey is the right advisor for you? Invested Better is here to help.
