Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genae? Claim Your ProfileGenae Affrunti is a financial advisor with Ameriprise Financial Services, LLC. Genae is registered with the state of California to provide investment advice and securities services. Genae has been in the industry since 2011, and has experience working with Comerica Securities, J.P. Morgan Securities LLC, and Stifel, Nicolaus & Company, Incorporated. Genae is also a registered representative with FINRA.
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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CA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Costa Mesa CA)
CA
10/29/2014 - 11/03/2023
COMERICA SECURITIES (COSTA MESA CA)
IL
05/14/2014 - 10/16/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
09/01/2011 - 03/25/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
BOTH
Issued 03/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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