Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graff? Claim Your ProfileGraff Lee Kennelly is a registered investment advisor representative with Ameriprise Financial Services, LLC. Graff Kennelly has been in the securities industry since April 2, 1985. Graff Kennelly has passed the Series 6, Series 7, Series 63 and Series 65 exams. Ameriprise Financial Services, LLC is a financial services firm with a strong reputation for providing a variety of financial planning services. They are known for their personalized approach to financial planning, which includes asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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
MI
06/28/2013 - Present
Ameriprise Financial Services, LLC (TROY MI)
MN
04/24/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/03/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 10/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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