Samantha Jean Granata

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

• 02/2019 → Present
  Ameriprise Financial Services, Llc
  Dearborn, MI
• 08/2017 → 01/2019
  Ats Advisors
  Allen Park, MI
• 07/2015 → 08/2017
  Kentucky Fried Chicken Kfc
  Allen Park, MI
• 08/2016 → 05/2019
  Henry Ford College
  Dearborn, MI

Other Businesses

Outside Employment; Jim Thorpe LLC; As an associate financial advisor, my responsibilities include but are not limited to, event planning, gathering financial data for planning deliverables, managing day to day office operations, answering client calls, resolving client issues, handling client transactions, and new business workflows and opportunities.; Manage advisory business; 835 Mason St Ste B280, , Dearborn, MI, 48124; Investment-Related; 12/02/2024; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-01