Rose Mary Ellisor

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

• 03/2015 → Present
  Ameriprise Financial Services Llc
  Fleming Island, FL

Other Businesses

Board of Directors; Tennis 4 Cancer; Hospitality Coordinator; PO Box 366 Orange Park, FL 32067-0366, ,; Not Investment-Related; 05/03/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Ellisor and Associates Inc; Secretary - Advisor in the practice but no responsibilities towards LLC.; ; 6817 Southpointe Pkwy, , Jacksonville, FL, 32216; Investment-Related; 01/01/2019; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-18

Other Names

• Rose Mary Mackinnon
• Rose Mary Brock