Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Can is a financial advisor with Ameriprise Financial Services, LLC. Connie has been in the industry since July 8, 2002, and has a strong track record of providing personalized financial advice to individuals and families. Connie is licensed to offer financial services in California and Texas. In addition to her role at Ameriprise Financial Services, LLC, Connie has also held positions with IDS Life Insurance Company. Connie has extensive experience in financial planning, investment management, and retirement planning. Connie is committed to helping clients achieve their financial goals, and is known for her personalized approach and her dedication to understanding each client's unique 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
CA
06/12/2015 - Present
Ameriprise Financial Services, LLC (CAMPBELL CA)
MN
07/08/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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