Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Granata is an investment advisor representative with Ameriprise Financial Services, LLC, based in Dearborn, Michigan. Samantha has been in the industry for over 5 years and has been with Ameriprise since February 2019. Samantha holds Series 66, Series 7TO and SIE licenses. Samantha provides financial planning, pension consulting, educational seminars, asset allocation services, and portfolio management for individuals and businesses. Samantha's experience includes working with individuals, corporations, charitable organizations, trusts, and insurance companies. Ameriprise Financial Services, LLC is a well-established firm with over $479 billion in assets under management. The firm provides a wide range of financial services, including investment management, financial planning, and insurance.
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
MI
07/02/2024 - Present
Ameriprise Financial Services, LLC (Dearborn MI)
BOTH
Issued 07/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Samantha Granata is the right advisor for you? Invested Better is here to help.
