Simone Deslyn Granville Pacely

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Atlanta, GA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Atlanta, GA

Other Businesses

Real Estate Ownership; Multi-Family; 5912/5914 Summerglen LaneCollege Park, GA 30349, ,; . Business Ownership; Working Smart, Inc.; null; Real Estate/Manage rental properties; 4179 Hughes LeaTucker, GA 30084, ,; 1 to 9 hours per month; . Board of Directors; Pacely; Simone; Co-Founder; 4325 1st Ave., Suite 2504, , Tucker, GA, 30085; Not Investment-Related; 01/01/2020; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Outside Employment; 100 Black Men of Dekalb; Started with the non-profit organization in the fall of 2021 Moving from an involved parent to active volunteer to part-time staff. Will continue to assist organization as they expand mentoring services as needed to achieve mission. Specifically, will help them with oversee all back-office operations. Adding students to contact database, tracking grades, organizing field trips, tracking student work hours at community service events. In addition, will work closely with the President and President-Elect as to help the organization. achieve their strategic objectives. I will leverage my deep understanding of business operations, data analysis and change management to identify opportunities for improvement, develop actionable plans, and guide implementation for sustainable results. ; 100 Black Men of Dekalb, 184 Bouldercrest Road SE, Suite 700, Atlanta, GA, 30316; Not Investment-Related; 02/17/2024; 0 during trading hours; 20 to 39 hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-09

Other Names

• Simone Deslyn Granville
• Simone Deslyn Granville
• Simone Deslyn Granville-Pacely