Susan R. Saleem
Ameriprise Financial Services
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: No minimum required
Title: Senior Financial Advisor
Offering advice since: 2001
Areas of expertise:
- Annuities
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Susan R. Saleem:
Ameriprise is a comprehensive financial planning firm with offices nationwide.
Compensation and Fee Structures:
Fees and/or commission
Licenses, Certifications & Affiliations:
Series 6, Series 7, Certified Financial Planner
Education:
BA 1976
MBA 1988
Will provide references upon request?
Yes
Further information about Ameriprise Financial Services:
(Size of firm: Over 100 advisors)
Today, we are America's leader in financial planning. We have more than 110 years of history, and offer our clients a broad array of products and services to help them save, spend, invest and protect the things that are important to them. Our unique and collaborative Dream > Plan > Track >(R) approach to financial planning offers each of our clients a one-to-one relationship with one of our more than 10,000 knowledgeable advisors.
We have more than 2.8 million individual, business and institutional clients and $480 billion in assets owned, managed and administered as of December 31, 2007.
Contact Information for Susan R. Saleem
Phone: (281) 494-3997
Please support us by letting this advisor know you found them through Boomerater
Address for Susan R. Saleem:
2277 Plaza Drive
#650
Sugar Land, TX, 77478
Request a COMPLIMENTARY consultation from this advisor!
Fill out the form at the top of the page
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.
Have Susan R. Saleem contact you
Do not submit account or other confidential information via this form.
