Unclaimed
April McMain is a registered representative with Ameriprise Financial Services, LLC. April has been in the industry since 2012 and holds Series 7 and 66 licenses as well as the Securities Industry Essentials (SIE) Exam. April is registered in 29 states for securities and 2 states for investment advisory. April has a firm understanding of client needs and a commitment to providing sound financial advice.
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
OH
05/23/2016 - Present
Ameriprise Financial Services, LLC (Independence OH)
BOTH
Issued 08/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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