Best Investors Account Sign in

Weidan Li

Ameriprise Financial Services, LLC

Boca Raton, FL

New York, NY

Boca Raton, FL

Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-13
NY RA APPROVED 2021-04-16
NJ RA APPROVED 2003-06-19
  • FL RA
    APPROVED
    Since 2024-09-13
  • NY RA
    APPROVED
    Since 2021-04-16
  • NJ RA
    APPROVED
    Since 2003-06-19

Branch Locations

101 N Federal Hwy Ste 700, Boca Raton, FL 33432-3969 • United States

122 E 42Nd St Ste 2215, New York, NY 10168 • United States

Boca Raton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. New York NY 09/2005 03/2020
Ameriprise Financial Services, Llc New York NY 03/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-18
  • S66 Uniform Combined State Law Examination
    2003-06-18
Designations

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor