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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Lennon is a financial advisor with Ameriprise Financial Services, LLC. Natasha has been working in the financial services industry since 1991. She has experience providing financial planning, portfolio management, and asset allocation services to a wide range of clients, including individuals, families, businesses, and retirement plans. Natasha is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Natasha has also worked for other firms, including IDS Life Insurance Company, American Express Financial Advisors Inc., W. S. Griffith & Co., Inc., Phoenix Equity Planning Corporation, and FFP Securities, Inc.
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
MI
06/25/2010 - Present
Ameriprise Financial Services, LLC (TROY MI)
MN
04/22/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/06/1999 - 02/12/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/06/1999 - 02/12/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/01/1996 - 07/22/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/01/1996 - 07/22/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
03/15/1993 - 06/14/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
07/23/1990 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MO
10/13/1988 - 03/07/1990
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
12/03/1987 - 06/28/1988
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BC
Issued 02/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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