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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary beth? Claim Your ProfileMary beth Norris is an investment advisor representative with Ameriprise Financial Services, LLC in Grand Rapids, MI. Mary beth has been in the industry since February 2, 1984, and is registered with the state of Michigan. Previously, Mary beth Norris was associated with Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
04/18/2024 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MI
09/20/2019 - 04/09/2024
CETERA ADVISOR NETWORKS LLC (GRANDVILLE MI)
MI
12/05/2017 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GRANDVILLE MI)
MI
02/20/2015 - 09/28/2017
SUMMIT BROKERAGE SERVICES, INC. (GRANDVILLE MI)
MI
01/22/2015 - 02/24/2015
CENTENNIAL SECURITIES COMPANY, INC. (GRAND RAPIDS MI)
MI
09/23/1983 - 11/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
IA
Issued 11/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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