Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Sankara Maniffa is a financial advisor with Ameriprise Financial Services, LLC. Paul has been in the financial industry since August 2012. Paul is registered with FINRA and the state of Minnesota and holds the Series 7, Series 24, and Series 65 licenses. Paul has previously worked with RBC Capital Markets, LLC and American Enterprise Investment Services Inc. Paul's expertise includes investment advice, portfolio management, financial planning, and educational seminars. Paul specializes in working with high-net-worth individuals, trusts and estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other 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.
1
2
MN
11/13/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
11/13/2017 - 06/16/2023
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
08/15/2012 - 11/02/2017
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
IA
Issued 07/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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