Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Grinney is a financial advisor with Ameriprise Financial Services, LLC, based in Faribault, MN. Catherine has been in the financial services industry since 1998. Catherine is licensed to provide financial advice in many states including Minnesota, Texas, and Arizona. Catherine has earned several licenses, including Series 66, Series 24, and Series 7. Catherine has expertise in investment management for individuals and businesses. Catherine has a passion for helping people achieve their financial goals. Catherine is committed to providing her clients with personalized financial advice and guidance.
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
05/06/2022 - Present
Ameriprise Financial Services, LLC (Faribault MN)
MN
02/25/1999 - 05/09/2022
EDWARD JONES (FARIBAULT MN)
NE
02/02/1998 - 02/24/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 05/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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