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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shantal? Claim Your ProfileShantal Borud is a financial advisor with Ameriprise Financial Services, LLC. Shantal is a registered representative in North Dakota and Texas. She is also a registered investment advisor in North Dakota and Texas. She is active in both the broker-dealer and investment advisor industries. She has been in the financial industry since 2010. Shantal has a Series 63, Series 66, Series 7, and Series 66 license. She holds a SIE exam certificate and is currently registered in 28 states.
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
ND
02/22/2023 - Present
Ameriprise Financial Services, LLC (MINOT ND)
ND
06/08/2010 - 09/23/2011
INVESTMENT CENTERS OF AMERICA, INC. (MINOT ND)
BOTH
Issued 06/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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