Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maclay? Claim Your ProfileMaclay Martin Swanson is a financial advisor at Ameriprise Financial Services, LLC. Maclay has over 23 years of experience in the financial services industry. Maclay holds Series 63 and Series 7 licenses and is a Certified Financial Planner. Maclay specializes in providing financial planning, pension consulting, asset allocation services, educational seminars, and publication of periodicals. Maclay is registered to provide investment advisory services in Arizona, California, Colorado, Florida, Kentucky, Minnesota, Nevada, North Dakota, South Dakota, Tennessee, and Wisconsin. Maclay previously worked at IDS Life Insurance Company in Minneapolis, Minnesota.
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
06/04/2014 - Present
Ameriprise Financial Services, LLC (Arden Hills MN)
MN
03/18/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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