Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Douglas Shea is a registered investment advisor representative with Ameriprise Financial Services, LLC. Brent has been in the securities industry since 2013 and holds a Series 66 license and a Series 7 license. Brent has a state registration in Ohio and is also registered with the state of Ohio. Brent's firm, Ameriprise Financial Services, LLC, is headquartered in Minneapolis, Minnesota. The firm has approximately $1 billion - $10 billion in assets under management and 140938 clients. The firm provides a range of advisory services, including financial planning, pension consulting, asset allocation services, educational seminars, and portfolio management for individuals and 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
OH
08/09/2013 - Present
Ameriprise Financial Services, LLC (Toledo OH)
BOTH
Issued 08/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brent Shea is the right advisor for you? Invested Better is here to help.
