Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sreeram? Claim Your ProfileSreeram Premkumar is a financial advisor with Ameriprise Financial Services, LLC. Sreeram has been in the financial industry since 2007 and has a wide range of experience working with individual clients, businesses and trusts. Sreeram is registered with FINRA and holds Series 7, 9, 10, 63 and SIE licenses. Sreeram has previously worked for Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Ameriprise Financial Services, LLC is a leading financial services firm providing financial planning, investment management, and insurance services to individual clients, businesses and institutions.
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
MN
07/27/2011 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/03/2011 - 07/25/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
11/29/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
NC
02/09/2007 - 12/10/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BC
Issued 02/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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