Megan Granda, financial advisor Midland MI
93 score

Megan Granda

CRD Number: 4492155
Current Firm: Ameriprise Financial Services, Inc.

Megan Granda (CRD# 4492155) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Midland, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Midland, MI Jun 2001 - Current 15
Full-time Student Reading , MI Aug 1986 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Megan N. Granda
Phone Number: 612-671-3131
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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