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Paul Andrew Nassar

Ameriprise Financial Services, LLC

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About Paul Andrew Nassar

Paul Andrew Nassar is an active financial advisor and has been in the financial services industry since February 1988. Paul has a strong presence in the state of Michigan, where Paul holds both broker-dealer and investment advisor registrations. Paul currently works with Ameriprise Financial Services, LLC and is registered with the state of Delaware, Michigan, Rhode Island, Virginia and Washington. Paul works from the firm’s Troy, Michigan office. Paul’s firm specializes in financial planning, portfolio management, and educational seminars for individuals, businesses, and institutions.

Firm Information

Paul Nassar is currently registered with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a Limited Liability Company formed in 1971 and headquartered in Minneapolis, Minnesota. The firm offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ameriprise has a significant presence in the United States, with a network of over 11,000 licensed agents and investment advisor representatives. The firm manages over $479 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, and pension plans.
Ameriprise Financial Services, LLC

707 2ND AVENUE SOUTH

MINNEAPOLIS, MN 55402

$479.79B

Assets Under Management

140,938

Total Clients

13,002

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Nassar’s Registration & Firm History

MI

11/22/2022 - Present

Ameriprise Financial Services, LLC (TROY MI)

MI

02/24/1988 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (SHELBY TOWNSHIP MI)

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Licenses & Designations

BOTH

Issued 05/24/2012

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/07/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/21/1993

Series 24 - General Securities Principal Examination

BC

Issued 12/30/1992

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 11/19/1991

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Paul Andrew Nassar. Review regulatory record here.
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