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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Rachael Merenda is a financial advisor associated with Ameriprise Financial Services, LLC, in Orlando, Florida. Olivia Rachael Merenda has been active in the financial services industry since March 15, 2023. Olivia Rachael Merenda specializes in working with individuals, high-net-worth individuals, trusts/estates, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and insurance companies. Ameriprise Financial Services, LLC, is a large, well-established firm with over $1 billion in assets under management. They offer a variety of services, including financial planning, asset allocation services, and portfolio management for individuals and businesses.
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
FL
08/18/2023 - Present
Ameriprise Financial Services, LLC (ORLANDO FL)
BC
Issued 03/22/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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