Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaina? Claim Your ProfileShaina Stavem is an investment advisor representative with Ameriprise Financial Services, LLC. Shaina has been in the industry since May 2019 and holds a Series 66 license, as well as Series 7, SIE, and Series 24 licenses. Shaina's previous employer was Securian Financial Services, Inc. in Seattle, WA. Shaina's office is located at 10001 Reunion Pl Ste 422, San Antonio, TX. Ameriprise Financial Services, LLC is a large firm with approximately $1 billion to $10 billion in assets under management. The firm provides a range of services including financial planning, pension consulting, educational seminars, 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
TX
07/22/2020 - Present
Ameriprise Financial Services, LLC (San Antonio TX)
WA
06/19/2018 - 08/16/2019
SECURIAN FINANCIAL SERVICES, INC. (Seattle WA)
BOTH
Issued 12/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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