Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Sue Borcherding is an Investment Advisor Representative at Principal Advised Services, a firm with over 1200 clients and over $569 million in regulatory assets under management. Jenny has been in the industry since 2005 and has passed a variety of exams including Series 66, Series 7 and Series 24. Jenny specializes in providing portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
08/21/2024 - Present
Principal Advised Services (DES MOINES IA)
IA
11/14/2005 - 05/23/2006
ING FINANCIAL ADVISERS, LLC (DES MOINES IA)
NJ
04/30/2005 - 08/18/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
03/21/2005 - 04/30/2005
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
BOTH
Issued 08/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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