Unclaimed
Mia Victoria Greenfield is a registered representative with Ameriprise Financial Services, LLC, a firm with a long history of providing financial advice to individuals and families. Mia has been in the industry for 2024-08-22 and holds a Series 7TO and SIE license. She is located in Jacksonville, Florida and her firm provides a wide range of services to clients, including financial planning, asset allocation, and portfolio management. Mia has a special interest 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.
1
2
FL
08/23/2024 - Present
Ameriprise Financial Services, LLC (JACKSONVILLE FL)
BC
Issued 08/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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