Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Happy? Claim Your ProfileHappy Ann Perry is a financial advisor with Ameriprise Financial Services, LLC. Happy has been in the industry since September 15, 2007, and holds the following licenses: Series 66, Series 9, Series 10, Series 24, Series 7 and SIE. Happy is registered in Arkansas, Massachusetts, Minnesota and Utah. Happy specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for 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
MN
02/03/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/03/2017 - 02/03/2017
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
06/24/2011 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/03/2011 - 06/14/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
09/07/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BOTH
Issued 11/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Happy Perry is the right advisor for you? Invested Better is here to help.
