Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sue? Claim Your ProfileSue Swanson is a financial advisor with Ameriprise Financial Services, LLC, registered with both FINRA and the states of Minnesota and Nebraska. Sue is a registered representative with Ameriprise and has a Series 7TO and Series 66 license. She is also a principal with Ameriprise, holding a Series 24 license. Sue has been in the financial services industry since 2011. She is a dedicated professional who is passionate about helping her clients achieve their financial goals. She specializes in providing comprehensive financial planning, investment management, and retirement planning services. Sue is committed to providing her clients with personalized advice and guidance that meets their individual needs.
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
04/02/2024 - Present
Ameriprise Financial Services, LLC (St. Cloud MN)
BOTH
Issued 11/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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