Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen McGraw is a financial advisor at Ameriprise Financial Services, LLC. Colleen has been in the financial services industry since 2006 and holds a Series 6, 7, 24, 52, and 66 licenses, as well as the SIE exam. She has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Colleen is also a registered investment advisor in Minnesota. Prior to joining Ameriprise Financial Services, Colleen worked at U.S. Bancorp Investments, Inc. and Quasar Distributors, LLC.
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
12/20/2013 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
03/22/2011 - 04/09/2013
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
09/11/2008 - 12/31/2010
QUASAR DISTRIBUTORS, LLC (MINNEAPOLIS MN)
MN
08/08/2006 - 09/02/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 07/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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