Ameriprise Financial LLC.
From May 2021 to March 2022 I was employed as a Registered Paraplanner at Lyman and Associates, a private wealth practice at Ameriprise Financial, LLC. where, I worked in client relations, participating in client meetings, answering clients’ inquiries, producing retirement planning reports with Navi Plan, and placing security trades. In addition, during my time at Ameriprise Financial, LLC. I studied for, took, and passed my FINRA Series 7 and 66 Exams.