Sandy Premoti Janki

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.
  Houston, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Houston, TX

Other Businesses

Business Ownership; Katy Freeway Advisors, LLC; ; It's an Limited Liabiality Corportation created to establish a group lease for my office space, where I conduct my business as a Financial Advisor.; It's an Limited Liabiality Corportation created to establish a g, roup lease for my office space, where I conduct my business as a,; Not Investment-Related; 10/06/2016; 0 hours per month; 0 during trading hours. Board of Directors; SomBas Wellness Foundation; President; 13601 Woodforest Blvd., , Houston, TX, 77015; Not Investment-Related; 03/01/2021; 10 to 19 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-31