Unclaimed
Katherine Degiusti is a financial advisor registered with Ameriprise Financial Services, LLC. Katherine is a licensed financial professional with experience in the financial services industry since 2006. Katherine holds the Series 7, Series 66, and SIE licenses. Ameriprise Financial Services, LLC is a leading financial services company providing a wide range of financial products and services to individual and institutional clients. The firm offers a wide variety of investment advisory services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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
07/26/2006 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Katherine Degiusti is the right advisor for you? Invested Better is here to help.