Unclaimed
Paul Francis Guinee is an investment advisor representative at Ameriprise Financial Services, LLC. Paul has been working in the financial industry since November 24, 1991. Paul has a Series 63, Series 7 and SIE licenses. Paul is registered to offer securities in Florida and Massachusetts. Paul has been with Ameriprise Financial Services, LLC since March 29, 2002. Previously, Paul worked for IDS LIFE INSURANCE COMPANY from November 25, 1991 to July 3, 2006. Ameriprise Financial Services, LLC is a large financial services firm with offices in Minneapolis, MN. The firm has over 140,000 clients and manages over $479 billion in assets. Ameriprise Financial Services, LLC offers a variety of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Paul is a licensed representative and registered principal of Ameriprise Financial Services, LLC.
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
MA
11/25/1991 - Present
Ameriprise Financial Services, LLC (HINGHAM MA)
MN
11/25/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Guinee is the right advisor for you? Invested Better is here to help.