Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Granata is an investment advisor representative with Ameriprise Financial Services, LLC, based in Edina, Minnesota. Brittany has been in the financial services industry since April 7, 2015. She has a Series 63 and 65 license as well as a Series 7 and SIE licenses. Brittany specializes in providing financial planning, investment management, asset allocation services, and educational seminars. Brittany's previous employers include The Oak Ridge Financial Services Group, Inc. and Ameriprise Financial Services, Inc.
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
MN
09/09/2019 - Present
Ameriprise Financial Services, LLC (Edina MN)
MN
08/23/2016 - 04/23/2019
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)
MN
03/19/2015 - 09/21/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 02/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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