Unclaimed
Garrett Samb is a financial advisor at Ameriprise Financial Services, LLC. Garrett has been in the industry since 2014 and holds the Series 7 and Series 66 licenses. He works with clients to develop financial plans and provide investment advice. Garrett also has experience working with Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Ameriprise Financial Services, LLC is a well-established firm that provides a wide range of financial services, including investment management, financial planning, and insurance.
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
03/11/2020 - Present
Ameriprise Financial Services, LLC (Arden Hills MN)
MN
05/10/2016 - 12/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STILLWATER MN)
MN
12/13/2013 - 02/10/2016
EDWARD JONES (BURNSVILLE MN)
MN
07/16/2013 - 12/09/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 08/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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