Tina Anne Isabella Mcdonald

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

• 06/2013 → 11/2016
  Wells Fargo Advisors
  North Scottsdale, AZ
• 11/2016 → 04/2022
  Wells Fargo Clearing Services, Llc
  North Scottsdale, AZ
• 04/2022 → Present
  Ameriprise Financial Services, Llc
  Scottsdale, AZ

Other Businesses

Real Estate Ownership; Single Family; 2425 Corona Dr NW, , Albuquerque, NM, 87120; Not Investment-Related; 04/24/2024 / Single Family; 209 Shannon Pl NW, , Albuquerque, NM, 87107; Not Investment-Related; 04/24/2024. Other Business Activities; Cosmetology License; I maintain my cosmetology license.; 9725 E Lompoc Ave, , Mesa, AZ, 85209; Not Investment-Related; 07/19/1999; 0 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-06-09

Other Names

• Tina Anne Clark
• Tina Smith
• Tina Smith
• Tina Anne Clark
• Tina Smith
• Tina Anne Smith
• Tina Anne I Garcia
• Tina Anne Isabell Garcia
• Tina Anne Mcdonald
• Tina Anne Garcia