Leilani Patricia Borer

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

• 01/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Concord, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Pleasanton, CA

Previous Registrations

• 2000-04-13 → 2008-12-26
  Ameriprise Financial Services, Llc
  Owings Mills, MD
  Redwood City, CA
  Redwood City, CA

Other Businesses

Real Estate Ownership; Multi-Family; 1365 Bellomy StreetSanta Clara, CA 95050, ,; Not Investment-Related; 10/05/1997 / Multi-Family; 925 Harrison StreetSanta Clara, CA 95050, ,; Not Investment-Related; 06/10/1999 / Single Family; 1386 Main Street, Santa Clara, CA 95050Rental unit on property o, ,; Not Investment-Related; 02/15/2012 / Multi-Family; 2440 Cochran Road, Lodi, CAApartment Complex, ,; Not Investment-Related; 04/18/2014 / Multi-Family; 561 and 567 Franklin StreetSanta Clara, CA 95050, ,; Not Investment-Related; 07/01/2019. Board of Directors; JW House; Student Board Moderator; 3850 Homestead Road, , Santa Clara, CA, 95051; Not Investment-Related; 01/06/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-31

Other Names

• Leilani Patricia Chu