Unclaimed
Ajay Verma is an Ameriprise Financial Services, LLC registered representative. Ajay has been in the financial services industry since April 7, 1997. Ajay has passed the Series 63, Series 7 and SIE exams. Ajay is currently registered in 31 states. Ajay Verma is a licensed agent of Ameriprise Financial Services, Inc. Ameriprise Financial Services, LLC provides financial planning services to individuals, high-net-worth individuals, trusts/estates, pension and profit sharing plans, corporations or other businesses, charitable organizations, state or municipal government entities, and insurance companies. Ameriprise Financial Services, LLC is a fee-based firm. Ajay Verma has been with Ameriprise Financial Services, Inc. since September 2005 and Ameriprise Financial Services, LLC since March 2020.
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
FL
10/09/2006 - Present
Ameriprise Financial Services, LLC (FORT MYERS FL)
MN
04/24/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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