Sandra Lee Hild Duff

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

• 03/2010 → 11/2016
  Metlife Securities Inc
  Baltimore, MD
• 11/2016 → 02/2019
  Ameriprise Financial Services, Llc
  Severna Park, MD
• 11/2018 → Present
  Ameriprise Financial Services, Llc
  Wilmington, DE

Previous Registrations

• 2016-12-05 → 2019-02-15
  Ameriprise Financial Services, Llc
  Severna Park, MD
• 2010-04-08 → 2016-11-29
  Msi Financial Services, Inc.
  Elkridge, MD
  Baltimore, MD
• 2009-06-01 → 2009-10-08
  Morgan Stanley
  Baltimore, MD
• 2007-05-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Baltimore, MD
  New York, NY
  Baltimore, MD

Other Businesses

Outside Employment; Preal Haley and Associates; I am a Paraplanner for Preal Haley and she is associated with Ameriprise.; Manage advisory business; 7711 Belle Point Drive, , Greenbelt, MD, 20770; Investment-Related; 06/29/2023; 60 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-24

Other Names

• Sandra Lee Timchula
• Sandra Lee Hoppa
• Sandra Lee Emerson
• Sandra Lee Hild
• Sandra Lee Hild Duff