Gurveer Singh Mann

Current Employers

Employment History

• 03/2014 → 06/2021
  Ameriprise Financial Services, Inc.
  Southfield, MI
• 06/2021 → Present
  Osaic Wealth, Inc.
  Southfield, MI

Previous Registrations

• 2014-05-01 → 2021-07-06
  Ameriprise Financial Services, Llc
  Southfield, MI
  South Lyon, MI
  Northville, MI
• 2011-07-01 → 2014-02-12
  Signator Investors, Inc.
  Southfield, MI

Other Businesses

1. BUSINESS OWNERSHIP; S3 FINANCIAL GROUP, LLC; OWNER; LLC FOR BUSINESS EXPENSES; CANTON, MI 48187; Not Investment Related; FEBRUARY 2014; 0 hours per month; 0 during trading hours. 2. PLYMOUTH SCHOLARS CHARTER ACADEMY; HEAD COACH; Plymouth, MI 48170; Not Investment Related; SEPTEMBER 2014; 0-9 HOURS PER MONTH; 1-9 DURING TRADING HOURS/ Salem High School; Head Coach Freshman Boys Soccer; Canton, MI 48187; Not Investment Related; July 2020; 0-9 hours per month; 1-9 during trading hours. 3. INDEPENDENT INSURANCE BROKERING; BLUE CROSS; AUGUST 2012/ HUMANA; AUGUST 2012. 4. MICHIGAN FINANCIAL COMPANIES-MANN & ASSOCIATES POSITION: Executive Director of Financial Planning NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/29/2021 ADDRESS: 28411 Northwestern Hwy. Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products" 5. MICHIGAN FINANCIAL COMPANIES-MANN & ASSOCIATES POSITION: Executive Director of Financial Planning NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/29/2021 ADDRESS: 24811 Northwestern Hwy. Suite 1300, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 6. SALEM BOYS SOCCER FRESHMAN SOCCER COACH POSITION: Head Coach - Freshman Boys NATURE: High school boys soccer coach. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 46181 Joy Rd, Canton MI 48187, United States DESCRIPTION: Head coach of the Freshman boys soccer team at Salem Highschool. Duties include run training sessions and coach games. 7. ENROLLED AGENT POSITION: Enrolled Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2025 ADDRESS: 50576 Amberley Blvd, Canton MI 48187, United States DESCRIPTION: Enrollment to practice before the IRS for personal and business tax preparation, filing and represent clients before the IRS. 8. LIVONIA CITY FC POSITION: Head Coach NATURE: Domestic Nonprofit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2026 ADDRESS: 5905 ROWLEY BLVD, Waterford MI 48329, United States DESCRIPTION: Head coach Amateur men's soccer team

Exams

• S66 Uniform Combined State Law Examination
  2011-06-03
• S63 Uniform Securities Agent State Law Examination
  2002-07-25

Other Names

• G Mann