Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Sherilyn Aufleger is a registered representative with Ameriprise Financial Services, LLC. Grace is a financial advisor with over 5 years of experience in the industry, specializing in helping individuals, families, and businesses achieve their financial goals. Grace is passionate about building long-term relationships with clients and providing them with personalized advice and guidance. Grace holds the Series 7TO, SIE, and Series 66 licenses. Grace is also registered with the states of Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Grace is committed to providing her clients with the highest level of service and expertise.
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
GA
06/20/2023 - Present
Ameriprise Financial Services, LLC (SUWANEE GA)
AL
08/19/2022 - 01/31/2023
MORGAN STANLEY (OPELIKA AL)
AL
07/21/2022 - 08/02/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Auburn AL)
BOTH
Issued 02/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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