Unclaimed
Bret Salomon is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry since 1989. Bret has a strong track record of helping clients achieve their financial goals. Bret holds licenses in several states and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Ameriprise Financial Services, LLC is a leading financial services firm with a wide range of products and services to meet the needs of its clients. The firm has a strong commitment to providing personalized financial advice and helping its clients reach their financial goals. Bret is dedicated to providing clients with the highest level of service and expertise.
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
NE
03/07/2012 - Present
Ameriprise Financial Services, LLC (Omaha NE)
NE
12/02/2002 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (OMAHA NE)
MO
08/21/1992 - 12/05/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TX
08/10/1992 - 08/31/1992
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
NY
07/16/1991 - 08/13/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
WI
12/19/1989 - 07/23/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 05/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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