Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Warunek is a financial advisor with Ameriprise Financial Services, LLC in Dearborn, MI. Kathleen has been in the financial services industry for over 30 years, and is committed to providing personalized financial advice and guidance to her clients. Kathleen has held licenses in multiple states and has a wide range of experience in helping individuals and families meet their financial goals. Kathleen is dedicated to building strong relationships with her clients and helping them achieve their financial dreams.
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
MI
10/14/2010 - Present
Ameriprise Financial Services, LLC (Dearborn MI)
MN
04/18/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
10/15/1993 - 02/14/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
09/22/1992 - 10/15/1993
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
BOTH
Issued 09/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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