Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Maki is a financial advisor registered with Ameriprise Financial Services, LLC. Adam has been in the industry since 1999 and holds Series 7, Series 63, and SIE licenses. Adam's clients include high-net-worth individuals, corporations, trusts/estates, and charitable organizations. Adam provides a variety of financial planning and investment advisory services, including asset allocation, portfolio management, financial planning, pension consulting, and educational seminars. Adam is registered to provide investment advice in several states including Minnesota, Texas, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Iowa, Kansas, Maine, Massachusetts, Michigan, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, South Dakota, Virginia, and Wisconsin.
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.
1
2
MN
10/03/2006 - Present
Ameriprise Financial Services, LLC (Cook MN)
MN
12/07/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Maki is the right advisor for you? Invested Better is here to help.
