Liliane Ribeiro

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

• 11/2013 → 01/2021
  Securities America, Inc.
  Erie, PA
• 11/2013 → 01/2021
  Securities America Advisors, Inc.
  Erie, PA
• 11/2013 → 01/2021
  Erie Bank
  Erie, PA
• 01/2021 → Present
  Ameriprise Financial Services, Llc
  Erie, PA

Previous Registrations

• 2013-12-10 → 2021-01-19
  Securities America Advisors, Inc.
  Erie, PA
• 2012-08-21 → 2013-08-14
  Lpl Financial Llc
  Chardon, OH
• 2011-04-20 → 2011-10-27
  Morgan Stanley
  Erie, PA

Other Businesses

Outside Employment; Loose Tetuan Dunn Bergdahl & Associates; Paraplanner and Client Service Specialist; Manage advisory business; 1704 West 26th Street, , Erie, PA, 16508; Investment-Related; 01/20/2021; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-04-19
• S63 Uniform Securities Agent State Law Examination
  2005-11-15

Other Names

• Liliane Giovanini Obrien
• Liliane N Obrien
• Liliane Ribeiro
• Liliane G Obrien
• Liliane G O'BRien
• Liliane O'BRien
• Liliane Obrien
• Liliane N Obrien
• Liliane N O'BRien
• Liliane N Ribeiro
• Lily Ribeiro