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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine McConkey is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry since December 1996. Catherine McConkey is registered with FINRA and the state of Minnesota. Catherine McConkey specializes in providing financial planning, asset allocation services, educational seminars, and portfolio management for individuals and businesses. Catherine McConkey holds several licenses and certifications, including Series 6, Series 7, Series 24, and Series 63. Catherine McConkey's firm, Ameriprise Financial Services, LLC, is a large, well-established firm that provides a wide range of financial services to individuals, families, 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
MN
01/30/2014 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
IL
09/13/2006 - 11/27/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SAVOY IL)
MN
06/16/1999 - 08/14/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/16/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
08/01/1995 - 10/06/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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