Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marla? Claim Your ProfileMarla Alati is a financial advisor at Ameriprise Financial Services, LLC. Marla has been working in the financial services industry since 1994. Marla has a wide range of experience in providing financial advice to individuals, families, and businesses. Marla is registered in 13 states and has Series 6, 7 and 66 licenses. Marla is also a licensed insurance broker and has been involved in independent insurance brokering since 2019. Marla is dedicated to providing personalized financial planning and investment advice to help clients reach their financial goals. Marla holds the Series 6, 7, and 66 licenses.
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
MI
08/21/2023 - Present
Ameriprise Financial Services, LLC (Farmington MI)
MI
03/07/1994 - 11/03/2023
COMERICA SECURITIES (FARMINGTON MI)
WI
03/07/1994 - 03/17/1994
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
BOTH
Issued 06/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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