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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Todd Bratta is a financial advisor with over 20 years of experience in the industry. Stephen is registered with Ameriprise Financial Services, LLC and has been active in the field since March 1999. Stephen is a Series 63 and 66 licensed advisor, has passed the Series 7 and SIE exams, and is licensed in 38 states. Prior to joining Ameriprise Financial Services, LLC, Stephen was employed by American Express Financial Advisors Inc. and IDS Life Insurance Company. Stephen holds a strong track record in providing financial advice and asset management services, catering to a diverse clientele, including high-net-worth individuals, corporations, and retirement plans. Stephen is also a co-owner of a consulting business.
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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MI
01/10/2022 - Present
Ameriprise Financial Services, LLC (Troy MI)
MN
11/21/1997 - 11/09/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/21/1997 - 11/09/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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