Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sallye? Claim Your ProfileSallye Greenwood is a financial advisor with Ameriprise Financial Services, LLC in Chicago, Illinois. Sallye has been in the financial industry since 1994 and is a registered Investment Advisor Representative in Illinois. Sallye Greenwood has experience working at several firms including IDS Life Insurance Company and Locust Street Securities, Inc. Sallye Greenwood has a broad range of experience and offers financial planning services to clients.
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
IL
12/07/1998 - Present
Ameriprise Financial Services, LLC (CHICAGO IL)
MN
11/14/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
04/06/1995 - 11/20/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
01/17/1995 - 04/03/1995
FIDELITY EQUITY SERVICES CORPORATION
NA
07/13/1994 - 12/31/1994
FIDELITY EQUITY SERVICES CORPORATION
NA
04/13/1994 - 07/08/1994
G. R. PHELPS & CO., INC.
IA
Issued 01/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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