Unclaimed
Melissa Lueth is a financial advisor at Ameriprise Financial Services, LLC. Melissa has been in the financial services industry since 2016 and is registered in 24 states. Melissa is a Series 7 and Series 66 licensed advisor and holds the SIE designation. Melissa has a broad range of experience in providing financial advice and services. Melissa specializes in providing investment advice and portfolio management services to individuals, businesses, and trusts. Melissa is also an experienced financial planner, and can provide guidance on a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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.
1
2
MN
10/07/2020 - Present
Ameriprise Financial Services, LLC (ST. JAMES MN)
BOTH
Issued 05/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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