Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin E. Shaughnessy is a financial advisor with Ameriprise Financial Services, LLC, located in Edina, Minnesota. Colin has been in the financial services industry since April 2003. Colin is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained the Series 66, Series 7, Series 24 and Series 51 licenses. Colin also holds a current registration in 27 states and Washington, D.C. Ameriprise Financial Services, LLC has 11732 licensed agents and 12435 Investment Adviser Representatives in the firm. Ameriprise Financial Services, LLC provides advisory services such as financial planning, pension consulting, educational seminars, asset allocation services, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
05/08/2017 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
04/08/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Colin Shaughnessy is the right advisor for you? Invested Better is here to help.
