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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thrana is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has been working in the financial industry since 1999. Jeffrey is registered to provide investment advice in 20 states and is also registered as a Registered Representative in 20 states. Ameriprise Financial Services, LLC is a large financial services firm that provides financial planning, asset management, and other financial services. The firm manages over $479 billion in assets for clients. Jeffrey's experience and expertise in the financial industry make him a valuable resource for clients seeking financial advice.
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
IL
01/05/2023 - Present
Ameriprise Financial Services, LLC (Burr Ridge IL)
NC
01/04/2010 - 01/27/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
10/12/2000 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
10/01/2000 - 10/11/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/21/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 10/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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