Unclaimed
Jill Marie Swenson is a financial advisor with over 25 years of experience. Jill has held positions at American Enterprise Investment Services Inc. and Ameriprise Financial Services, LLC. Jill has Series 6, 7, and 24 registrations and a SIE license. Jill has a history of working in the Minneapolis, MN area.
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.
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.
1
2
MN
08/23/2016 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
MN
02/27/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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