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Serene Burbidge

Ameriprise Financial Services, LLC

San Diego, CA

CRD 6149695

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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:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-15
  • CA RA
    APPROVED
    Since 2025-12-15

Branch Locations

2535 Camino Del Rio South Suite 115, San Diego, CA 92108-3754 • 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, Llc San Diego CA 09/2022 Present
First Command Financial Services San Diego CA 01/2012 09/2022
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-29
  • S66 Uniform Combined State Law Examination
    2025-11-29
Other Names
  • Serene Alain Monk
  • Serene Monk
  • Serene Alain Burbidge
  • Serene Burbidge

View on SEC IAPD

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