Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Mary Graff is a financial advisor with Ameriprise Financial Services, LLC. Margaret has been in the financial services industry since April 1991. Margaret works with clients in Georgia and Texas. Margaret is registered with the state of Georgia and Texas. Margaret is a Certified Financial Planner and a Chartered Financial Consultant. Margaret is a member of the Financial Industry Regulatory Authority (FINRA). Margaret is a licensed investment advisor. Margaret is a member of the American Institute of Certified Public Accountants (AICPA). Margaret is a member of the National Association of Personal Financial Advisors (NAPFA). Margaret is a member of the National Association of Registered Investment Advisors (NARIA).
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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GA
05/06/2010 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
MN
04/05/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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