Unclaimed
Megan Nicholle Granda is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry since June 27, 2002. Megan is licensed to provide investment advisory services in 21 states and has a Series 63, Series 66 and Series 7 license, along with several principal exams. Megan has also been a registered representative with IDS Life Insurance Company. Megan is based in Saginaw, Michigan.
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
05/31/2019 - Present
Ameriprise Financial Services, LLC (Saginaw MI)
MN
06/28/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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