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Jeff Daniel Radivan is an investment advisor representative at Ameriprise Financial Services, LLC. Jeff has been in the financial services industry since April 2, 1996. Jeff's primary office location is at 931 Ridge Rd Ste G in Munster, IN. Jeff has a Series 7, Series 63 and Series 65 license and is registered in 26 states. Jeff also has an active investment advisor representative registration with the state of Texas. Jeff is experienced in working with individuals, high net worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, insurance companies, trusts/estates and state or municipal government entities.
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
IN
06/22/2018 - Present
Ameriprise Financial Services, LLC (Munster IN)
MN
04/03/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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