Unclaimed
Elias Joon keun Zografi is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC in Madison, WI. Elias has been in the financial services industry for over 10 years. He is a Series 66 and Series 7 licensed representative. Elias's previous employers include Edgewood College, Contract Customizing, TDS Telecommunications Corp, and Ameriprise Financial Services, Inc. Ameriprise Financial Services, LLC is a large firm with assets under management of $1 billion - $10 billion. The firm's main office is located in Minneapolis, MN. Ameriprise Financial Services, LLC offers a wide range of financial services, including financial planning, portfolio management, and retirement planning.
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
WI
06/03/2020 - Present
Ameriprise Financial Services, LLC (Fitchburg WI)
BOTH
Issued 02/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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