Unclaimed
Steven Rosvold is a financial advisor with Ameriprise Financial Services, LLC, based in Edina, Minnesota. Steven has been in the financial services industry since May 20, 1996. Steven is licensed in several states including Minnesota, Texas, Colorado, Florida, Georgia, Illinois, New York, Oregon, and Wisconsin. Steven is also a registered Investment Advisor in Minnesota and Texas. Steven has a variety of experience and expertise in the financial services industry.
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.
1
2
MN
03/09/2015 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
08/14/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/27/1996 - 05/21/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Rosvold is the right advisor for you? Invested Better is here to help.