Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandi? Claim Your ProfileBrandi Harvey is a financial advisor associated with Ameriprise Financial Services, LLC. Brandi has been in the financial services industry since April 2009 and has held various positions at Ameriprise Financial Services, LLC. Brandi is registered with FINRA and is licensed in Michigan. Brandi has passed several industry exams, including the Series 66, Series 24, SIE, and Series 7 exams. Brandi specializes in various areas including portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, asset allocation services, selection of other advisors, educational seminars, and publication of periodicals.
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
MI
12/05/2022 - Present
Ameriprise Financial Services, LLC (Ann Arbor MI)
MI
06/09/2011 - 11/15/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Troy MI)
MI
05/04/2007 - 07/02/2009
AMERIPRISE FINANCIAL SERVICES, INC. (FARMINGTON HILLS MI)
BOTH
Issued 04/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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