Unclaimed
Janel Kinney is a financial advisor with Ameriprise Financial Services, LLC, a large financial services firm headquartered in Minneapolis, Minnesota. Janel has worked in the financial industry since 2011, specializing in providing financial planning, investment management, and retirement planning services to individuals, businesses, and organizations. Janel has a background in asset allocation and holds both Series 66 and Series 7 securities licenses. Janel is registered with the state of Washington and is currently working out of the firm’s Mount Vernon, Washington office.
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
WA
04/20/2022 - Present
Ameriprise Financial Services, LLC (Mount Vernon WA)
WA
03/01/2018 - 10/19/2021
AMERIPRISE FINANCIAL SERVICES, LLC (MT VERNON WA)
BOTH
Issued 04/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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