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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bursell? Claim Your ProfileBursell Munro is a financial advisor with Ameriprise Financial Services, LLC. Bursell has been in the financial services industry since 1998. Bursell is licensed to provide investment advice in Alabama, Connecticut, Georgia, Maryland, New York, Ohio, Texas, and Washington. Bursell offers a range of financial services including financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals and businesses.
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
GA
01/16/2014 - Present
Ameriprise Financial Services, LLC (Atlanta GA)
MN
12/13/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
06/22/1994 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
NY
09/04/1991 - 03/19/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
08/29/1991 - 03/19/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NA
11/21/1989 - 09/12/1990
GREY, RANDOLF & ABBOTT, LTD.
NA
05/30/1989 - 04/23/1990
HATTERAS CAPITAL, INCORPORATED
NA
10/19/1988 - 10/31/1988
GRAYSTONE NASH, INC.
BOTH
Issued 12/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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