Unclaimed
Lauren Kirkman is a financial advisor at Ameriprise Financial Services, LLC. She has been in the industry since June 19, 2012. Lauren is registered in Minnesota as an Investment Advisor Representative and a Registered Representative. Lauren is licensed to offer financial products and services in a variety of areas, including asset allocation, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Lauren has a Series 63, SIE, and Series 7 license.
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
01/30/2014 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
BC
Issued 06/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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