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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeri? Claim Your ProfileJeri Margolis Glazer is a financial advisor with Ameriprise Financial Services, LLC. She has been in the industry since 2001 and is currently registered in 11 states. Jeri is a Certified Financial Planner and holds Series 7, Series 66, and SIE licenses. She specializes in retirement planning, college savings, and investment management. Jeri has a diverse background in financial services, having worked for a variety of firms including Morgan Stanley DW Inc., MML Investors Services, LLC, and Innovation Partners LLC. Jeri provides a range of financial services including financial planning, asset allocation, portfolio management, and educational seminars. Jeri is committed to providing her clients with personalized financial advice that meets their individual needs.
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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NC
11/30/2023 - Present
Ameriprise Financial Services, LLC (HUNTERSVILLE NC)
NC
02/01/2022 - 11/15/2023
INNOVATION PARTNERS LLC (CHARLOTTE NC)
VA
12/04/2019 - 02/06/2020
MML INVESTORS SERVICES, LLC (VIENNA VA)
NY
05/04/2001 - 03/31/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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