Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Ruimy is an investment advisor representative with Ameriprise Financial Services, LLC. Jean has been in the financial services industry since March 18, 2005 and has been registered with the state of California since January 17, 2008. Ameriprise Financial Services, LLC is a large investment advisor with over $1 trillion in assets under management. Ameriprise Financial Services, LLC provides a variety of financial planning services, including asset allocation, portfolio management, and retirement planning. Jean is a Series 66 licensed advisor and has a Series 7 license, as well as the Securities Industry Essentials Examination (SIE).
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
CA
11/18/2021 - Present
Ameriprise Financial Services, LLC (HERMOSA BEACH CA)
CA
09/09/2004 - 07/09/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
MN
09/09/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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