Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheena? Claim Your ProfileSheena Catherine Simpson is a registered Investment Advisor Representative with Ameriprise Financial Services, LLC. Sheena has been in the financial services industry since 2016. Sheena has a strong background in helping individuals and families plan for their financial futures. Sheena is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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
NH
01/18/2022 - Present
Ameriprise Financial Services, LLC (Concord NH)
NH
02/24/2017 - 12/31/2017
EQUITY SERVICES, INC. (BOW NH)
NE
03/25/2016 - 12/21/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
MA
01/02/2014 - 05/01/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (LEXINGTON MA)
NH
09/11/2012 - 12/16/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTSMOUTH NH)
RI
11/15/2011 - 05/30/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (NEWPORT RI)
IA
Issued 09/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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