Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lara? Claim Your ProfileLara Ann Flanagan is a financial advisor with Ameriprise Financial Services, LLC. Lara has been in the financial services industry since 1998. Lara is registered with the state of New York and the state of Connecticut, and is also registered to conduct business as an Investment Advisor Representative in Texas. Lara has experience working with a variety of clients, including individuals, trusts, estates, charitable organizations, insurance companies, pension and profit-sharing plans, corporations and other businesses. Lara holds the Series 7, Series 24, and Series 63 licenses. Lara has a strong commitment to providing clients with personalized financial advice and guidance. Lara 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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NY
12/01/2015 - Present
Ameriprise Financial Services, LLC (RYE BROOK NY)
MN
07/27/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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