Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Brandt is a financial advisor with Ameriprise Financial Services, LLC. Steven has been in the financial services industry since December 2002. Steven is registered with the state of Minnesota and holds a Series 7, Series 66, and SIE licenses. Steven is a Certified Financial Planner. Steven has experience in providing financial planning, asset allocation services, portfolio management for businesses, and portfolio management for individuals. Steven's firm has over 140,000 clients and manages over $479 billion in assets.
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
05/24/2016 - Present
Ameriprise Financial Services, LLC (Minnetonka MN)
PA
02/17/2012 - 02/23/2012
AMERIPRISE FINANCIAL SERVICES, INC. (WEST CHESTER PA)
MN
01/12/2010 - 02/21/2012
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/02/2009 - 01/12/2010
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/01/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
12/16/2002 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 07/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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