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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Heaney is an active investment advisor representative with Ameriprise Financial Services, LLC. Paul joined Ameriprise in 2016. Paul has been in the financial services industry since 1986. Paul has held previous roles at Piper Jaffray & Co., Legg Mason Wood Walker, Incorporated, Miller Johnson Steichen Kinnard, Inc., Miller, Johnson & Kuehn, Incorporated, Juran & Moody, Inc., and John G. Kinnard And Company, Incorporated. Paul's areas of expertise include portfolio management for businesses and individuals, financial planning, pension consulting and educational seminars. Paul has a strong track record of success in the financial services industry. Paul is a highly experienced and respected advisor who is committed to providing their clients with the highest level of service.
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
03/22/2016 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
09/22/2003 - 07/20/2009
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MD
07/08/2002 - 09/18/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
01/01/2001 - 06/03/2002
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
01/03/1997 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
04/28/1993 - 01/03/1997
JURAN & MOODY, INC. (ST. PAUL MN)
MN
11/20/1985 - 04/28/1993
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 11/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/1992
Series 24 - General Securities Principal Examination
BC
Issued 11/30/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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