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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keriann? Claim Your ProfileKeriann Mitchell is an active investment advisor representative with Ameriprise Financial Services, LLC. Keriann has been in the industry since 2011 and holds Series 7, 24, 63, and 66 securities licenses. Keriann has worked with Ameriprise Financial Services, LLC since 2018 and previously worked with FSC Securities Corporation, Morgan Stanley, Valmark Securities, Inc., and National Planning Corporation. Keriann is registered to provide investment advice in Georgia and North Carolina. Keriann specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
GA
11/09/2023 - Present
Ameriprise Financial Services, LLC (Watkinsville GA)
FL
08/15/2018 - 09/11/2023
AMERIPRISE FINANCIAL SERVICES, LLC (The Villages FL)
FL
04/16/2014 - 08/21/2018
FSC SECURITIES CORPORATION (The Villages FL)
FL
02/05/2013 - 04/11/2014
MORGAN STANLEY (THE VILLAGES FL)
FL
05/24/2012 - 01/18/2013
VALMARK SECURITIES, INC. (GAINESVILLE FL)
FL
01/01/2011 - 05/25/2012
NATIONAL PLANNING CORPORATION (THE VILLAGES FL)
BOTH
Issued 06/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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