Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Villanueva is a financial advisor with Ameriprise Financial Services, LLC. Meghan has been in the financial services industry since 2007 and has a broad range of experience. Meghan is registered with both FINRA and the state of Minnesota, offering a variety of services, including financial planning, asset allocation, and portfolio management. Meghan has been a registered representative for Ameriprise Financial Services, LLC since 2016. Previously, Meghan worked for PRINCIPAL FUNDS DISTRIBUTOR, INC. in Des Moines, Iowa, and PRINCOR FINANCIAL SERVICES CORPORATION in Des Moines, Iowa. Meghan is dedicated to helping her clients achieve their financial goals.
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
MN
08/24/2016 - Present
Ameriprise Financial Services, LLC (EDINA MN)
IA
03/06/2009 - 02/02/2016
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
05/22/2007 - 12/10/2010
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IL
11/17/2005 - 01/31/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 08/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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