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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Gramman is an investment advisor representative with Ameriprise Financial Services, LLC. Brent has been in the financial services industry since 1997. Brent has a Series 6, 7, 63 and 65 licenses. Brent is registered with the state of Indiana and Texas. Brent also has a Series SIE license. Brent has experience working with a variety of clients, including individuals, corporations, trusts, estates, and charitable organizations. Brent specializes in providing financial planning, asset allocation, and portfolio management services. Brent has a long and successful track record of providing financial advice to clients in Indiana and Texas.
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
IN
01/12/2024 - Present
Ameriprise Financial Services, LLC (Indianapolis IN)
IN
03/29/2012 - 02/20/2018
AXA ADVISORS, LLC (INDIANAPOLIS IN)
IN
04/19/2011 - 03/12/2012
AXA ADVISORS, LLC (CARMEL IN)
IN
11/06/1997 - 03/31/2011
AXA ADVISORS, LLC (INDIANAPOLIS IN)
NY
11/06/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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