Unclaimed
Olivia Drey is a registered representative with Ameriprise Financial Services, LLC, based in Minneapolis, MN. Olivia is a highly qualified advisor, having passed the Uniform Combined State Law Examination in January 2025. Olivia has a diverse background, with previous experience in education and retail, including working for Waconia Public Schools, Kwik Trip, and Normandale Community College. Olivia also pursued higher education at the University of Minnesota Duluth and OBS Business School in Barcelona. Olivia has expertise in various financial planning and investment strategies, and Ameriprise offers a wide range of financial solutions, including portfolio management, financial planning, pension consulting, and educational seminars.
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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MN
01/29/2025 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
Active
Inactive
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