Unclaimed
Shannon Rae Mc ginnis is an investment advisor representative at Ameriprise Financial Services, LLC. Shannon has been in the securities industry since August 1996. Shannon holds licenses for Series 7, Series 63, and Series 65. Shannon is registered in Arkansas, California, Florida, Illinois, Iowa, Minnesota, Washington, and Wisconsin. In addition to being registered with FINRA and the SEC, Shannon is also registered as an investment advisor with the state of Minnesota. Shannon's previous experience includes working for IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Shannon Rae Mc ginnis and Ameriprise Financial Services, LLC may provide services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, trusts/estates, and state or municipal government entities.
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
11/22/2013 - Present
Ameriprise Financial Services, LLC (NEW BRIGHTON MN)
MN
08/26/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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