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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Grimes-ooyevaar is an investment advisor representative for Ameriprise Financial Services, LLC. Carla has been in the industry since October 1997 and holds both Series 63 and 66 registrations. Carla is active in both the broker-dealer and investment advisor space. She also holds Series 7 and SIE licenses and has held a Series 63 license since September 1997. Carla is located in Grand Rapids, MI and has been with Ameriprise Financial Services, LLC since March 2020. Carla is also registered as an investment advisor representative in Texas. Carla is active in various specializations and holds expertise in a variety of areas. She is a highly experienced and qualified professional who can assist clients with their financial planning and investment needs.
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
MI
05/26/2022 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MN
10/30/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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