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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alanna? Claim Your ProfileAlanna K Longley is a financial advisor at Ameriprise Financial Services, LLC, a company with a focus on providing a wide range of financial services. Alanna has been in the financial services industry since June 1997 and has a strong track record in the field. Alanna works with a variety of clients including individuals, families, trusts, estates, businesses, corporations, high net worth individuals, and charitable organizations. Alanna provides a wide range of financial services including financial planning, asset allocation, portfolio management, and pension consulting. Alanna has a broad base of knowledge and experience and is committed to helping clients achieve their financial goals.
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
MA
06/11/1997 - Present
Ameriprise Financial Services, LLC (WORCESTER MA)
MN
06/11/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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