Unclaimed
Samuel Greg Desautel is an investment advisor representative associated with Ameriprise Financial Services, LLC. Samuel holds the Series 7TO, Series 66 and SIE licenses. Samuel has been in the industry since November 17, 2020. Samuel is registered with FINRA and is a licensed advisor in 18 states including Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Maine, Massachusetts, Minnesota, New York, Ohio, Rhode Island, South Dakota, Texas and Wisconsin. Ameriprise Financial Services, LLC is a registered investment advisor with approximately $1 billion to $10 billion of assets under management. Ameriprise Financial Services, LLC provides financial planning, portfolio management and other investment services to high-net-worth individuals, corporations, trusts, charitable organizations and pension and profit-sharing plans.
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
03/01/2021 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
BOTH
Issued 12/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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