Unclaimed
Marie Amalie Burnett is a financial advisor with Ameriprise Financial Services, LLC. She has been in the financial services industry since May 16, 2001. Marie is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (RR) and Investment Adviser Representative (IAR). She has a Series 66, Series 7 and SIE license. She has also earned the designation of Certified Financial Planner. Marie has over 20 years of experience in the financial services industry. She specializes in financial planning, portfolio management, and asset allocation. Her clients include individuals, families, trusts, estates, charitable organizations, and businesses.
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
08/30/2017 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
05/16/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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