Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Klug is a financial advisor with over 27 years of experience in the financial services industry. Shannon is registered with Ameriprise Financial Services, LLC in Michigan and has a Series 7, Series 24 and Series 63 license. Shannon is a Chartered Financial Consultant and has experience in providing financial planning, asset allocation services, 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
FL
01/04/2021 - Present
Ameriprise Financial Services, LLC (Bradenton FL)
MI
10/14/2011 - 01/07/2021
ROYAL ALLIANCE ASSOCIATES, INC. (TROY MI)
MI
05/13/2011 - 10/24/2011
MULTI-FINANCIAL SECURITIES CORPORATION (LIVONIA MI)
MI
06/23/1999 - 06/10/2011
HANTZ FINANCIAL SERVICES, INC. (CLINTON TOWNSHIP MI)
OH
03/19/1999 - 07/12/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
03/20/1998 - 03/19/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/20/1998 - 03/19/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OH
12/15/1997 - 03/18/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
02/23/1998 - 03/17/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
02/23/1998 - 03/17/1998
IDS LIFE INSURANCE COMPANY
MN
04/27/1994 - 10/28/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/27/1994 - 10/28/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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