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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Donnelly is a financial advisor with Ameriprise Financial Services, LLC. Sean is a registered investment advisor representative in Minnesota and has been in the industry since March 2020. Sean holds a Series 66, Series 7TO and SIE license. Ameriprise Financial Services, LLC is a large firm with over $1 billion in assets under management and a broad range of financial services offered. The firm has a large client base, including individuals, businesses, and institutions. The firm's advisory services include financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and 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.
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2
MN
08/16/2021 - Present
Ameriprise Financial Services, LLC (APPLE VALLEY MN)
BOTH
Issued 05/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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