Unclaimed
Brian McCabe is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since July 1996. Brian is registered with the state of Michigan as a Registered Representative and Investment Advisor Representative. Brian is also licensed to offer securities products in 20 other states. Brian specializes in providing a variety of financial services, including financial planning, portfolio management, and asset allocation services. Brian has helped many clients reach their financial goals.
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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MI
06/17/2010 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MI
07/11/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (GRAND RAPIDS MI)
IA
Issued 08/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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