Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Douglas is a financial advisor at Ameriprise Financial Services, LLC. Brian has been in the financial services industry since 2004 and holds the Series 66, SIE and Series 7 licenses. Brian is also a Certified Financial Planner. Ameriprise Financial Services, LLC has approximately $1 billion to $10 billion in assets under management and provides a variety of services, including financial planning, asset allocation services, portfolio management for individuals, and portfolio management for businesses. Brian can help clients with a variety of financial needs, including retirement planning, college savings, and estate planning.
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
TN
10/02/2015 - Present
Ameriprise Financial Services, LLC (MEMPHIS TN)
MN
11/09/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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