Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Corinne Herr is a financial advisor with Ameriprise Financial Services, LLC. She has been in the industry for over 25 years and is registered in Iowa, California, and Ohio. Meredith has a wide range of experience in providing financial advice to individuals, families, and businesses. She is committed to helping clients achieve their financial goals. She is also a registered representative of Ameriprise Financial Services, Inc. Meredith is passionate about financial planning and helping clients make informed decisions about their finances. She has a proven track record of success in helping 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
IA
09/30/2022 - Present
Ameriprise Financial Services, LLC (West Des Moines IA)
MN
06/24/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/30/1995 - 11/08/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/30/1995 - 11/08/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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