Jenny Elstein (CRD# 3055649) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Los Angeles, CA | Aug 2022 - Current | 1 |
Raymond James Financial Services Inc. | Raleigh, NC | Nov 2021 - Aug 2022 | < 1 |
Raymond James Financial Services Advisors | Raleigh, NC | Nov 2021 - Aug 2022 | < 1 |
Lpl Financial LLC | Raleigh, NC | Mar 2020 - Nov 2021 | 1 |
Lifeplan Group (dba) | Raleigh, NC | Jul 2017 - Feb 2020 | 2 |
Prospera Financial Services | Dallas, TX | Apr 2015 - Jul 2017 | 2 |
Princor Financial Services Corporation | Raleigh, NC | Aug 2011 - Apr 2015 | 3 |
Principal Life Insurance Company | Raleigh, NC | Jan 2006 - Apr 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
S63 | Uniform Securities State Law Examination | Sep 2020 |
- CA
- NC
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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