Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doreen? Claim Your ProfileDoreen Grannis-viscovich is a financial advisor with Ameriprise Financial Services, LLC. Doreen has been in the financial services industry since January 17, 2004. Prior to joining Ameriprise, Doreen worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Doreen holds Series 7, 9, 10, 63, 66, and SIE licenses. Doreen has a diverse client base, including individuals, families, trusts, estates, businesses, and retirement plans. Doreen is committed to providing personalized financial advice and helping her clients achieve their financial goals.
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
GA
03/11/2022 - Present
Ameriprise Financial Services, LLC (COLUMBUS GA)
AL
07/12/2013 - 03/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTSVILLE AL)
CA
10/23/2003 - 04/15/2013
WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)
BOTH
Issued 01/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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