Unclaimed
Brianne Mae Aune is a financial advisor with Ameriprise Financial Services, LLC and is licensed to provide financial advice in 25 states. Brianne has over 17 years of experience in the industry and holds a Series 66, Series 7, Series 31, and SIE license. Brianne specializes in providing financial planning, asset allocation, and investment management services to individuals, families, trusts, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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
UT
10/09/2019 - Present
Ameriprise Financial Services, LLC (Salt Lake City UT)
UT
06/04/2009 - 10/22/2019
RBC CAPITAL MARKETS, LLC (SALT LAKE CITY UT)
UT
11/17/2006 - 06/17/2009
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
BOTH
Issued 05/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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