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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawna? Claim Your ProfileShawna Rae Ballard is an investment advisor representative with Ameriprise Financial Services, LLC in Greenwood, Indiana. Shawna Rae Ballard has been in the securities industry since October 31, 2000. Shawna Rae Ballard is also registered as an investment advisor representative in Texas. Shawna Rae Ballard has a Series 6, Series 7 and Series 66 license. Shawna Rae Ballard previously worked for IDS LIFE INSURANCE COMPANY and SIMMERS CAPITAL MANAGEMENT CORPORATION. Shawna Rae Ballard is also registered with Ameriprise Financial Services, Inc. Shawna Rae Ballard offers financial planning, portfolio management, pension consulting, asset allocation services, and educational seminars.
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
IN
04/14/2015 - Present
Ameriprise Financial Services, LLC (Greenwood IN)
MN
09/10/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
08/18/2000 - 06/26/2001
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BOTH
Issued 11/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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