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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Jenkins is a financial advisor with IMA Advisory Services, Inc., a firm that provides financial planning and investment management services to individuals, families, and businesses. Samantha has been in the financial services industry since 2002 and has a wide range of experience. She is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Samantha is dedicated to helping her clients achieve their financial goals. She has a strong commitment to providing personalized financial advice and building long-term relationships with her clients. Samantha is a valuable resource for individuals and families seeking financial guidance.
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.
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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2
CO
02/05/2014 - Present
IMA Advisory Services, Inc. (Denver CO)
CO
03/22/2007 - 12/15/2023
IMA WEALTH (DENVER CO)
CO
09/25/2002 - 03/22/2007
AXA ADVISORS, LLC (DENVER CO)
BOTH
Issued 10/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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