Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Serr is a financial advisor registered with Ameriprise Financial Services, LLC. He has been in the financial services industry since 1999. Adam's current employment is with Ameriprise Financial Services, LLC. Adam has a Series 66, Series 7 and SIE license and is also a Certified Financial Planner. Adam is registered in 30 states. Ameriprise Financial Services, LLC is a firm with over $479 billion in assets under management. Adam Serr specializes in investment planning, retirement planning, education planning, insurance and estate planning.
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
ID
08/12/2024 - Present
Ameriprise Financial Services, LLC (Idaho Falls ID)
ID
01/25/2008 - 09/09/2022
LPL FINANCIAL LLC (IDAHO FALLS ID)
ID
07/03/2000 - 01/28/2008
CUNA BROKERAGE SERVICES, INC. (IDAHO FALLS ID)
MN
06/28/1999 - 06/26/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/28/1999 - 06/26/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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