Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Rolf has been a financial advisor for over 14 years. Stacy is registered with Ameriprise Financial Services, LLC in Minnesota and Texas. She is currently registered with FINRA as a Registered Representative and has also passed the SIE and Series 7 exams. Stacy is a Registered Investment Advisor and has Series 63 license. Her professional career began at Wealth Enhancement Brokerage Services, LLC in Plymouth, MN, then moved to LPL Financial Corporation in Burnsville, MN. She joined Ameriprise Financial Services, LLC in 2010. Stacy provides a broad range of financial services including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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
07/17/2015 - Present
Ameriprise Financial Services, LLC (GLENCOE MN)
MN
01/08/2009 - 12/22/2009
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
07/04/2008 - 12/22/2009
LPL FINANCIAL CORPORATION (BURNSVILLE MN)
BC
Issued 12/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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