Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kay? Claim Your ProfileKay Nachampassak is a financial advisor with Ameriprise Financial Services, LLC. Kay has been in the financial industry since 1996 and holds multiple licenses and registrations, including Series 6, 7, 24, and 63 licenses. Kay has experience working with a variety of clients including individuals, corporations, and trusts. Kay has a strong track record of providing financial planning and investment management services to clients. Kay is committed to helping clients achieve their financial goals.
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
MN
08/06/2021 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/09/2012 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
05/05/2008 - 12/23/2011
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
SC
10/28/1999 - 04/25/2008
LPL FINANCIAL CORPORATION (FORT MILL SC)
MN
04/02/1997 - 10/07/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/02/1997 - 10/07/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
10/24/1990 - 03/08/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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