Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucianna? Claim Your ProfileLucianna Marguerite Molinari is a financial advisor with Ameriprise Financial Services, LLC. Lucianna has been in the financial services industry since 1982 and has been registered with the state of California since 1986. Lucianna has a broad range of experience, having previously worked with IDS LIFE INSURANCE COMPANY and AMERICAN EXPRESS SERVICE CORPORATION. Lucianna is a Certified Financial Planner and holds Series 6, 7, 22, and 63 licenses. Lucianna provides a variety of services, including financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, 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
CA
12/15/1997 - Present
Ameriprise Financial Services, LLC (Rancho Palos Verdes CA)
MN
07/20/1982 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/04/1992 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
08/26/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
07/20/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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