Unclaimed
Marissa Jaindl is a financial advisor at Ameriprise Financial Services, LLC. Marissa is licensed in the state of New York and has been in the industry since 2022. She holds the Series 7TO and SIE securities licenses. Ameriprise Financial Services, LLC is an investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides investment advisory services to individuals, businesses, trusts/estates, charitable organizations, insurance companies, and pension and profit-sharing plans. Ameriprise Financial Services, LLC has a total of 140,938 clients.
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
NY
10/07/2023 - Present
Ameriprise Financial Services, LLC (Jericho NY)
BC
Issued 10/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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