Unclaimed
Adina Rae Flynn is a financial advisor with Ameriprise Financial Services, LLC. Adina is a licensed representative in Texas and is registered in Arizona, California, Florida, Idaho, Massachusetts, Michigan, Minnesota, Nebraska, Oregon, Pennsylvania, Texas, Virginia and Washington. Adina has been in the financial services industry since 1999 and has worked with Ameriprise Financial Services since 2005. Adina has experience working with high-net-worth individuals, individuals other than high-net-worth, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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
OR
07/31/2012 - Present
Ameriprise Financial Services, LLC (PORTLAND OR)
MN
05/19/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adina Flynn is the right advisor for you? Invested Better is here to help.