Unclaimed
Vitali Kan is a financial advisor with Ameriprise Financial Services, LLC, working out of the Edina, MN branch office. Vitali Kan's career in the financial industry began on October 13, 2019. Vitali Kan has passed the Series 7TO, SIE and Series 66 exams. Prior to joining Ameriprise Financial Services, LLC, Vitali Kan has worked at CRI Securities, LLC and Securian Financial Services, Inc. Vitali Kan is also registered as an investment advisor representative in Minnesota.
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
12/15/2020 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
09/04/2019 - 11/04/2020
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
09/04/2019 - 11/04/2020
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 09/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Vitali Kan is the right advisor for you? Invested Better is here to help.