| Advisor Profile |
 |
| Name: |
Masroor Adnan, CFP®, CRPC®, RFC® |
| Phone Number: |
(866) 959-3134 |
| Website: |
Visit Website
|
|
|
 |
| Request More Information |
|
|
|
|
|
|
Business Description |
I am a financial advisor with Ameriprise. We deliver solutions for today a tomorrow through a comprehensive and personalized financial planning approach built on a long-term relationship with a knowledgeable advisor.
I provide sound financial advice to help my clients plan for financial independence. My clients appreciate a thorough, honest approach to managing their hard-earned money. Working together, we can develop a realistic, effective financial plan to help you feel secure, informed and in control, on the road to financial freedom. |
|
| |
|
|
General Information |
|
|
|
|
| Name of Broker/Dealer: |
Ameriprise Financial
|
|
| States Licensed in: |
TX, PA, NC, CO, FL, MD, UT, VA, CA
|
|
| Years of Experience in Financial Services: |
9
|
|
| Number of Years with Current Firm: |
9
|
|
| I work with the following types of clients: |
Individual Investors, Non-Profit Organizations, Families, Businesses
|
|
| |
|
Education |
| Academic Background |
| |
| Bachelor of Business Administration - Texas State University, San Marcos (2000). Graduated Summa Cum Laude. |
|
| |
|
Services |
| Investment Types: |
Real Estate, Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Registered Financial Consultant (RFC), Business Financial Advisor, Chartered Retirement Planning Counselor (CRPC®)
|
|
| Securities Licenses: |
Series 7, Series 66
|
|
| Insurance and Annuity Licenses: |
Variable Life, Variable Annuity, Disability, Long Term Care, Life, Health, Annuity
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
|
|
| |
|
Compliance |
| Registered Representative: |
Yes
|
|
| Compliance Disclosures in Last 5 years: |
I have a clean record
|
|
| Criminal Disclosures in Last 5 years: |
I have a clean record
|
|
| |
|
Compensation & Fees |
| I am a fee-based financial professional: |
Yes
|
|
| Compensation Methods: |
Flat Fee, Based on Assets, Commissions
|
|
| |
|
| |
| |
| Prepared By: |
Masroor Adnan, CFP®, CRPC®, RFC® |
Frequently Asked Questions |
|
|
|
