Unclaimed
Steven L. Jenness is an investment advisor representative associated with Ameriprise Financial Services, LLC. The firm is headquartered in Minneapolis, Minnesota. Steven has been in the financial industry since August 2015, and has a Series 7, Series 66 and SIE license. Steven is a registered Investment Advisor in Illinois and has additional registrations in a total of 20 states, including Alabama, California, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Missouri, Nevada, New Mexico, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Washington and Wyoming. The firm manages approximately $1 billion to $10 billion in assets and has 140938 clients.
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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2
IL
10/21/2015 - Present
Ameriprise Financial Services, LLC (DECATUR IL)
BOTH
Issued 10/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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